HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.17M
3
+$2.01M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.64M
2
+$1.97M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.42%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
40
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603
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30
604
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+722
605
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606
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35
607
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608
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466
609
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43
610
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97
+1
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613
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614
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17
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$5K ﹤0.01%
84
616
$5K ﹤0.01%
88
+1
617
$5K ﹤0.01%
1,483
+1,245
618
$5K ﹤0.01%
55
619
$4K ﹤0.01%
61
620
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+106
621
$4K ﹤0.01%
211
622
$4K ﹤0.01%
144
623
$4K ﹤0.01%
41
624
$4K ﹤0.01%
36
625
$4K ﹤0.01%
127
-57
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