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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.25%
12,327
+48
52
$530K 0.25%
3,909
+19
53
$510K 0.24%
3,657
+1,611
54
$485K 0.23%
2,765
55
$457K 0.21%
18,636
-870
56
$432K 0.2%
5,916
+29
57
$420K 0.2%
15,081
+63
58
$390K 0.18%
8,709
-12,367
59
$386K 0.18%
1,247
-265
60
$384K 0.18%
10,066
+38
61
$364K 0.17%
2,705
+13
62
$363K 0.17%
1,949
+28
63
$349K 0.16%
2,047
64
$349K 0.16%
3,151
+7
65
$323K 0.15%
2,966
+8
66
$311K 0.15%
2,059
+10
67
$305K 0.14%
4,197
+10
68
$302K 0.14%
8,960
+329
69
$295K 0.14%
25,756
+270
70
$294K 0.14%
1,876
-158
71
$272K 0.13%
4,337
+15
72
$269K 0.13%
1,137
+3
73
$265K 0.12%
16,844
+650
74
$263K 0.12%
6,303
+34
75
$233K 0.11%
3,675
+5
1 2
3
4 5