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

Top Buys

1
+$2.56M
2
+$2.17M
3
+$2.01M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.64M
2
+$1.97M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.42%
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%
35
627
$4K ﹤0.01%
7
628
$4K ﹤0.01%
209
+3
629
$4K ﹤0.01%
45
630
$4K ﹤0.01%
148
631
$4K ﹤0.01%
576
-1,500
632
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106
633
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44
634
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117
635
$4K ﹤0.01%
150
636
$4K ﹤0.01%
24
637
$4K ﹤0.01%
300
638
$4K ﹤0.01%
19
639
$4K ﹤0.01%
105
640
$4K ﹤0.01%
400
+50
641
$4K ﹤0.01%
+132
642
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27
643
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400
+50
644
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274
+3
645
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37
646
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+200
647
$4K ﹤0.01%
26
648
$4K ﹤0.01%
214
+3
649
$4K ﹤0.01%
64
-295
650
$4K ﹤0.01%
34
24 25
26
27 28