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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.28%
4,216
+14
52
$535K 0.28%
5,994
+5,949
53
$532K 0.27%
15,794
+3,224
54
$523K 0.27%
12,279
+21
55
$509K 0.26%
2
56
$487K 0.25%
3,890
+20
57
$481K 0.25%
2,765
58
$453K 0.23%
19,506
+30
59
$452K 0.23%
5,887
+24
60
$419K 0.22%
1,512
+6
61
$397K 0.2%
15,018
+3,200
62
$384K 0.2%
10,028
+40
63
$369K 0.19%
3,144
+8
64
$336K 0.17%
2,692
+11
65
$330K 0.17%
1,921
+10
66
$317K 0.16%
2,958
+381
67
$311K 0.16%
2,034
+541
68
$310K 0.16%
4,187
+10
69
$309K 0.16%
2,047
70
$293K 0.15%
2,049
+11
71
$282K 0.15%
8,631
+118
72
$280K 0.14%
25,486
+270
73
$273K 0.14%
3,670
+6
74
$271K 0.14%
43,100
75
$265K 0.14%
4,322
+17
1 2
3
4 5