HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$501K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.19M
3
+$990K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$966K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$756K

Top Sells

1
+$2.21M
2
+$2.19M
3
+$1.81M
4
SJB icon
ProShares Short High Yield
SJB
+$1.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$916K

Sector Composition

1 Financials 4.69%
2 Healthcare 4.23%
3 Technology 4.14%
4 Energy 2.92%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
111
627
$2K ﹤0.01%
25
628
$2K ﹤0.01%
105
629
$2K ﹤0.01%
34
630
$2K ﹤0.01%
22
631
$2K ﹤0.01%
18
-495
632
$2K ﹤0.01%
+25
633
$2K ﹤0.01%
37
634
$2K ﹤0.01%
22
635
$2K ﹤0.01%
49
636
$2K ﹤0.01%
21
637
$1K ﹤0.01%
45
638
$1K ﹤0.01%
40
639
$1K ﹤0.01%
52
640
$1K ﹤0.01%
+200
641
$1K ﹤0.01%
32
642
$1K ﹤0.01%
72
643
$1K ﹤0.01%
105
644
$1K ﹤0.01%
110
645
$1K ﹤0.01%
40
646
$1K ﹤0.01%
+350
647
$1K ﹤0.01%
300
648
$1K ﹤0.01%
200
649
$1K ﹤0.01%
14
650
$1K ﹤0.01%
53
24 25
26
27 28