HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.51%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1K ﹤0.01%
+40
577
$1K ﹤0.01%
+109
578
$1K ﹤0.01%
+79
579
$1K ﹤0.01%
45
580
$1K ﹤0.01%
68
581
$1K ﹤0.01%
80
582
$1K ﹤0.01%
301
-300
583
$1K ﹤0.01%
42
584
$1K ﹤0.01%
26
585
$1K ﹤0.01%
105
586
$1K ﹤0.01%
35
587
$1K ﹤0.01%
+68
588
$1K ﹤0.01%
100
589
$1K ﹤0.01%
158
590
$1K ﹤0.01%
+85
591
$1K ﹤0.01%
106
+1
592
$1K ﹤0.01%
125
593
$1K ﹤0.01%
+43
594
$1K ﹤0.01%
108
+1
595
$1K ﹤0.01%
+76
596
$0 ﹤0.01%
11
597
$0 ﹤0.01%
3
598
– –
-62
599
– –
-152
600
$0 ﹤0.01%
31
22 23
24
25 26