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
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2K ﹤0.01%
90
677
$2K ﹤0.01%
359
678
$2K ﹤0.01%
19
679
$2K ﹤0.01%
72
-2,310
680
$2K ﹤0.01%
63
681
$2K ﹤0.01%
600
+200
682
$2K ﹤0.01%
19
683
$2K ﹤0.01%
774
684
$2K ﹤0.01%
375
685
$2K ﹤0.01%
67
686
$2K ﹤0.01%
10
687
$2K ﹤0.01%
7
688
$2K ﹤0.01%
29
689
$2K ﹤0.01%
16
690
$2K ﹤0.01%
92
691
$2K ﹤0.01%
134
692
$2K ﹤0.01%
21
693
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30
694
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12
695
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24
696
$2K ﹤0.01%
120
+1
697
$2K ﹤0.01%
30
698
$2K ﹤0.01%
108
699
$2K ﹤0.01%
24
700
$2K ﹤0.01%
25
26 27
28
29 30