HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
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 5.37%
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%
20
632
– –
-1
633
– –
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634
$0 ﹤0.01%
35
635
$0 ﹤0.01%
5
636
– –
-5,994
637
$0 ﹤0.01%
+8
638
$0 ﹤0.01%
2
639
$0 ﹤0.01%
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640
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641
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642
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643
$0 ﹤0.01%
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644
– –
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645
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646
$0 ﹤0.01%
4
647
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18
649
$0 ﹤0.01%
+9
650
$0 ﹤0.01%
43
24 25
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27 28