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
$536M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.1M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.66M

Top Sells

1
+$1M
2
+$444K
3
+$234K
4
MTB icon
M&T Bank
MTB
+$217K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$215K

Sector Composition

1 Financials 5.45%
2 Technology 4.55%
3 Healthcare 2.5%
4 Industrials 1.71%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.25%
48,819
-564
52
$1.23M 0.23%
7,443
+209
53
$1.21M 0.23%
15,841
+333
54
$1.21M 0.23%
2,678
-72
55
$1.19M 0.22%
+22,416
56
$1.15M 0.21%
+16,901
57
$1.12M 0.21%
4,195
-35
58
$921K 0.17%
7,774
-29
59
$910K 0.17%
8,906
-1,429
60
$872K 0.16%
12,881
+286
61
$840K 0.16%
4,611
+2
62
$826K 0.15%
1,767
+7
63
$791K 0.15%
9,441
-2,794
64
$785K 0.15%
2,278
+6
65
$756K 0.14%
10,670
-1,490
66
$745K 0.14%
26,944
-2,064
67
$726K 0.14%
34,641
+120
68
$706K 0.13%
3,846
-40
69
$691K 0.13%
1,370
-1
70
$659K 0.12%
3,063
71
$631K 0.12%
33,014
-1,987
72
$612K 0.11%
+92,630
73
$595K 0.11%
1,032
74
$591K 0.11%
33,020
-3,305
75
$586K 0.11%
+12,343
1 2
3
4 5