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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.2%
4,605
+22
52
$419K 0.19%
3,085
+95
53
$415K 0.19%
7,285
-261
54
$405K 0.18%
11,494
+40
55
$395K 0.18%
5,658
+15
56
$394K 0.18%
9,955
-757
57
$385K 0.18%
2,481
-750
58
$364K 0.17%
4,552
+205
59
$352K 0.16%
2,733
-235
60
$345K 0.16%
9,412
-19
61
$345K 0.16%
4,005
+201
62
$343K 0.16%
22,829
-300
63
$326K 0.15%
3,503
+18
64
$324K 0.15%
2,885
65
$304K 0.14%
1,638
+890
66
$295K 0.13%
3,325
-162
67
$295K 0.13%
6,691
-333
68
$293K 0.13%
7,655
-284
69
$292K 0.13%
28,903
+127
70
$287K 0.13%
4,395
+3
71
$284K 0.13%
21,626
+322
72
$282K 0.13%
1,840
73
$281K 0.13%
13,720
+100
74
$279K 0.13%
6,756
+2,669
75
$274K 0.13%
4,357
-275
1 2
3
4 5