HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
651
$4K ﹤0.01%
58
652
$4K ﹤0.01%
33
-327
653
$4K ﹤0.01%
128
+1
654
$4K ﹤0.01%
150
655
$4K ﹤0.01%
65
656
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235
657
$4K ﹤0.01%
216
658
$3K ﹤0.01%
+52
659
$3K ﹤0.01%
+40
660
$3K ﹤0.01%
65
661
$3K ﹤0.01%
30
662
$3K ﹤0.01%
+400
663
$3K ﹤0.01%
101
+2
664
$3K ﹤0.01%
20
665
$3K ﹤0.01%
77
666
$3K ﹤0.01%
11
+5
667
$3K ﹤0.01%
10
668
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45
+25
669
$3K ﹤0.01%
+378
670
$3K ﹤0.01%
93
+2
671
$3K ﹤0.01%
+187
672
$3K ﹤0.01%
20
673
$3K ﹤0.01%
+35
674
$3K ﹤0.01%
27
675
$3K ﹤0.01%
72
25 26
27
28 29