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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.31M
3
+$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Top Sells

1
+$8.94M
2
+$943K
3
+$829K
4
FXN icon
First Trust Energy AlphaDEX Fund
FXN
+$828K
5
FXU icon
First Trust Utilities AlphaDEX Fund
FXU
+$821K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-141
627
$0 ﹤0.01%
200
628
$0 ﹤0.01%
17
629
– –
-5,408
630
– –
-1,675
631
$0 ﹤0.01%
7
-22
632
– –
-196
633
– –
-2,412
634
$0 ﹤0.01%
7
635
– –
-35
636
– –
-202
637
– –
-50
638
$0 ﹤0.01%
50
639
– –
-47
640
– –
-524
641
– –
-1,069
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