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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$605K
3
+$592K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$579K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$557K

Top Sells

1
+$6.81M
2
+$817K
3
+$811K
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$811K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$810K

Sector Composition

1 Financials 5.51%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
0
652
– –
-300
653
$0 ﹤0.01%
46
654
– –
-1,189
655
$0 ﹤0.01%
1
656
– –
-62
657
– –
-152
658
– –
-7
659
– –
0
660
$0 ﹤0.01%
50
661
$0 ﹤0.01%
43
662
$0 ﹤0.01%
100
663
– –
0
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