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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$4K ﹤0.01%
45
627
$4K ﹤0.01%
148
628
$4K ﹤0.01%
576
-1,500
629
$4K ﹤0.01%
144
630
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41
631
$4K ﹤0.01%
36
632
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106
633
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44
634
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105
635
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400
+50
636
$4K ﹤0.01%
+132
637
$4K ﹤0.01%
27
638
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400
+50
639
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274
+3
640
$4K ﹤0.01%
37
641
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+100
642
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26
643
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214
+3
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64
-295
645
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34
646
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58
647
$4K ﹤0.01%
33
-327
648
$4K ﹤0.01%
128
+1
649
$4K ﹤0.01%
150
650
$4K ﹤0.01%
235
24 25
26
27 28