HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8K ﹤0.01%
135
552
$8K ﹤0.01%
33
553
$8K ﹤0.01%
134
554
$8K ﹤0.01%
116
-34
555
$8K ﹤0.01%
120
556
$7K ﹤0.01%
1,200
557
$7K ﹤0.01%
869
558
$7K ﹤0.01%
44
559
$7K ﹤0.01%
+170
560
$7K ﹤0.01%
104
+1
561
$7K ﹤0.01%
134
562
$7K ﹤0.01%
125
563
$7K ﹤0.01%
138
564
$7K ﹤0.01%
205
565
$7K ﹤0.01%
91
566
$7K ﹤0.01%
109
567
$7K ﹤0.01%
165
+43
568
$7K ﹤0.01%
78
569
$7K ﹤0.01%
139
-59
570
$7K ﹤0.01%
115
+1
571
$7K ﹤0.01%
464
+1
572
$7K ﹤0.01%
200
573
$7K ﹤0.01%
267
+2
574
$7K ﹤0.01%
600
575
$6K ﹤0.01%
89
+1
21 22
23
24 25