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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
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%
302
602
$5K ﹤0.01%
466
603
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43
604
$5K ﹤0.01%
97
+1
605
$5K ﹤0.01%
49
606
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64
607
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60
608
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17
609
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84
610
$5K ﹤0.01%
88
+1
611
$5K ﹤0.01%
1,483
+1,245
612
$5K ﹤0.01%
11
613
$5K ﹤0.01%
+386
614
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40
615
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28
616
$5K ﹤0.01%
199
+2
617
$5K ﹤0.01%
83
618
$5K ﹤0.01%
90
619
$4K ﹤0.01%
61
620
$4K ﹤0.01%
+106
621
$4K ﹤0.01%
211
622
$4K ﹤0.01%
127
-57
623
$4K ﹤0.01%
35
624
$4K ﹤0.01%
7
625
$4K ﹤0.01%
209
+3
23 24
25
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