HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$9.12M
3
+$1.02M
4
NEE icon
NextEra Energy
NEE
+$904K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$671K

Top Sells

1
+$7.96M
2
+$7.36M
3
+$1.13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Sector Composition

1 Financials 6.68%
2 Healthcare 4.6%
3 Technology 4.56%
4 Industrials 2.5%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-416
552
– –
-44
553
– –
-350
554
– –
-3,527
555
– –
-100
556
– –
-34
557
– –
-4,580
558
– –
-36
559
– –
-8
560
– –
-19
561
– –
-233
562
– –
-5
563
– –
-72
564
– –
-919
565
– –
-40
566
– –
-130
567
– –
-961
568
– –
-634
569
– –
-202
570
– –
-3,699
571
– –
-1,913
572
– –
-411
573
– –
-160
574
– –
-452
575
– –
-1,311
21 22
23
24 25