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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$506K 0.23%
22,052
-81
52
$499K 0.23%
11,414
-522
53
$492K 0.23%
7,343
-555
54
$478K 0.22%
4,728
55
$461K 0.21%
11,742
-242
56
$449K 0.21%
2,990
-450
57
$435K 0.2%
4,561
+18
58
$412K 0.19%
27,329
-30,291
59
$409K 0.19%
6,711
-52
60
$407K 0.19%
5,628
+14
61
$385K 0.18%
36,436
-9,456
62
$374K 0.17%
2,724
-117
63
$371K 0.17%
4,056
-833
64
$368K 0.17%
1,729
65
$354K 0.16%
4,342
+4
66
$351K 0.16%
4,147
-152
67
$335K 0.15%
7,918
+7,855
68
$307K 0.14%
3,938
-525
69
$303K 0.14%
2,664
-557
70
$301K 0.14%
3,392
+18
71
$300K 0.14%
7,881
+7,757
72
$293K 0.14%
5,600
-8,258
73
$293K 0.14%
1,840
74
$291K 0.13%
21,200
75
$285K 0.13%
2,138
1 2
3
4 5