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
$454M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.6M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$905K

Top Sells

1
+$16M
2
+$14.8M
3
+$12.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.59M

Sector Composition

1 Financials 5.74%
2 Technology 4.52%
3 Healthcare 2.96%
4 Industrials 1.82%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.24%
4,230
+1,012
52
$1.06M 0.23%
12,235
-148,652
53
$1M 0.22%
16,172
-308
54
$933K 0.21%
7,803
-106
55
$917K 0.2%
10,335
+1,738
56
$872K 0.19%
2,272
+53
57
$801K 0.18%
1,760
+22
58
$799K 0.18%
29,008
+1,364
59
$777K 0.17%
12,160
-1,234
60
$758K 0.17%
12,595
+40
61
$734K 0.16%
2,603
+8
62
$703K 0.15%
34,521
-2,973
63
$696K 0.15%
4,609
-4
64
$682K 0.15%
36,325
-713
65
$666K 0.15%
1,371
+164
66
$656K 0.14%
14,862
-23,167
67
$630K 0.14%
3,063
-153
68
$616K 0.14%
35,001
+2,517
69
$592K 0.13%
3,886
+893
70
$541K 0.12%
1,032
+3
71
$538K 0.12%
14,176
+183
72
$533K 0.12%
2,740
+9
73
$532K 0.12%
2,947
-379
74
$529K 0.12%
2,576
+6
75
$525K 0.12%
1,881
-73
1 2
3
4 5