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
651
$4K ﹤0.01%
216
652
$4K ﹤0.01%
65
653
$4K ﹤0.01%
117
654
$4K ﹤0.01%
150
655
$4K ﹤0.01%
24
656
$4K ﹤0.01%
300
657
$4K ﹤0.01%
19
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%
137
+69
667
$3K ﹤0.01%
10
668
$3K ﹤0.01%
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