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
$293M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$9.12M
3
+$1.02M
4
NEE icon
NextEra Energy
NEE
+$904K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$671K

Top Sells

1
+$7.96M
2
+$7.36M
3
+$1.13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Sector Composition

1 Financials 6.68%
2 Healthcare 4.6%
3 Technology 4.56%
4 Industrials 2.5%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-4
702
– –
-1,188
703
– –
-16,417
704
– –
-109
705
– –
-3,082
706
– –
-134
707
– –
-3,781
708
– –
-468
709
– –
-35
710
– –
-975
711
– –
-190
712
– –
-390
713
– –
-1,382
714
– –
-2,955
715
– –
-750
716
– –
-30
717
– –
-67
718
– –
-207
719
– –
-213
720
– –
-35
721
– –
-509
722
– –
-320
723
– –
-788
724
– –
-2,300
725
– –
-200
27 28
29
30 31