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
$466M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.75M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$945K

Sector Composition

1 Financials 5.9%
2 Technology 4.37%
3 Healthcare 2.54%
4 Industrials 1.79%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.23%
7,024
-46
52
$959K 0.21%
13,318
+286
53
$944K 0.2%
16,020
-13
54
$943K 0.2%
16,480
+3,295
55
$865K 0.19%
7,909
+1,624
56
$831K 0.18%
37,038
-170
57
$814K 0.17%
13,394
-514
58
$788K 0.17%
1,738
-103
59
$786K 0.17%
8,597
-334
60
$770K 0.17%
2,595
+6
61
$769K 0.16%
2,219
-127
62
$763K 0.16%
3,218
+1
63
$749K 0.16%
27,644
-5,186
64
$696K 0.15%
37,494
+78
65
$660K 0.14%
12,555
-108
66
$644K 0.14%
4,613
+79
67
$631K 0.14%
20,961
-8,764
68
$615K 0.13%
3,216
-13
69
$558K 0.12%
18,719
+9,861
70
$556K 0.12%
11,628
-26
71
$545K 0.12%
32,484
-4,907
72
$545K 0.12%
20,867
-1,892
73
$539K 0.12%
2,570
+6
74
$509K 0.11%
2,731
+8
75
$509K 0.11%
1,954
+20
1 2
3
4 5