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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$954K 0.3%
6,744
+21
52
$913K 0.29%
37,563
+162
53
$867K 0.27%
13,557
-156
54
$864K 0.27%
2,832
+9
55
$833K 0.26%
36,738
+1,414
56
$819K 0.26%
34,463
+6
57
$796K 0.25%
5,287
+13
58
$757K 0.24%
11,036
+1,694
59
$735K 0.23%
19,015
-244
60
$729K 0.23%
7,060
61
$704K 0.22%
1,907
+21
62
$637K 0.2%
16,317
-541
63
$623K 0.2%
1,738
-15
64
$622K 0.19%
9,660
-380
65
$619K 0.19%
2,430
-70
66
$613K 0.19%
7,599
+269
67
$598K 0.19%
2,031
-310
68
$588K 0.18%
2,710
-239
69
$586K 0.18%
2,085
+8
70
$566K 0.18%
2,500
+58
71
$566K 0.18%
5,872
-83
72
$563K 0.18%
3,055
+78
73
$561K 0.18%
2,650
+137
74
$554K 0.17%
21,544
+2,110
75
$536K 0.17%
11,859
-177
1 2
3
4 5