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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$932K
3
+$743K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$637K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$604K

Top Sells

1
+$3.68M
2
+$3.65M
3
+$578K
4
XOM icon
Exxon Mobil
XOM
+$284K
5
IBM icon
IBM
IBM
+$121K

Sector Composition

1 Financials 4.73%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-200
627
$0 ﹤0.01%
100
628
– –
-20
629
$0 ﹤0.01%
260
630
– –
-8
631
$0 ﹤0.01%
11
632
$0 ﹤0.01%
24
633
– –
0
634
– –
-200
635
$0 ﹤0.01%
4
636
– –
-16,000
637
– –
-100
638
$0 ﹤0.01%
300
639
$0 ﹤0.01%
43
640
– –
-1,530
641
– –
-200
22 23 24 25
26