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
$360M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.9M
3
+$8.95M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.94M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.82M

Top Sells

1
+$10.5M
2
+$8.83M
3
+$2.46M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.92M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.41M

Sector Composition

1 Technology 5.87%
2 Financials 5.7%
3 Healthcare 3.83%
4 Industrials 2.55%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04M 0.29%
7,460
+200
52
$987K 0.27%
15,723
+7,179
53
$961K 0.27%
53,896
-30,318
54
$867K 0.24%
35,596
-746
55
$849K 0.24%
2,838
+36
56
$823K 0.23%
1,864
-1,443
57
$808K 0.22%
14,005
+13,810
58
$800K 0.22%
29,340
+2,420
59
$799K 0.22%
44,949
-138,561
60
$786K 0.22%
19,074
-752
61
$766K 0.21%
16,977
-159
62
$715K 0.2%
10,600
+328
63
$675K 0.19%
1,622
+2
64
$663K 0.18%
2,986
+1,197
65
$613K 0.17%
5,498
-2,126
66
$612K 0.17%
7,209
-2,206
67
$600K 0.17%
1,820
-70
68
$585K 0.16%
2,366
+47
69
$583K 0.16%
25,495
-5,006
70
$581K 0.16%
9,003
-500
71
$570K 0.16%
5,756
-47
72
$569K 0.16%
11,743
+14
73
$564K 0.16%
11,373
-456
74
$561K 0.16%
2,593
+5
75
$550K 0.15%
3,048
-1,131
1 2
3
4 5