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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
158
627
$1K ﹤0.01%
106
628
$1K ﹤0.01%
125
629
$1K ﹤0.01%
44
+1
630
$1K ﹤0.01%
115
+7
631
$0 ﹤0.01%
4
632
– –
-7
633
$0 ﹤0.01%
18
634
$0 ﹤0.01%
+9
635
$0 ﹤0.01%
43
636
$0 ﹤0.01%
200
637
$0 ﹤0.01%
20
638
– –
-34
639
$0 ﹤0.01%
+12
640
– –
-143
641
$0 ﹤0.01%
11
642
– –
-68
643
$0 ﹤0.01%
16
644
$0 ﹤0.01%
1
-108
645
– –
-1
646
– –
0
647
$0 ﹤0.01%
+10
648
$0 ﹤0.01%
+11
649
$0 ﹤0.01%
6
650
– –
-56
24 25
26
27 28