HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.22%
4,744
+26
52
$1.35M 0.22%
7,597
-290
53
$1.31M 0.21%
4,304
+284
54
$1.26M 0.2%
9,367
-1,825
55
$1.24M 0.2%
12,682
-90
56
$1.16M 0.19%
1,568
+239
57
$1.15M 0.19%
63,295
+262
58
$1.1M 0.18%
26,792
+2,543
59
$1.04M 0.17%
15,003
+10,437
60
$1.03M 0.17%
12,681
-3,937
61
$961K 0.15%
1,358
-35
62
$945K 0.15%
3,101
63
$928K 0.15%
38,293
-389
64
$926K 0.15%
7,009
-213
65
$924K 0.15%
31,917
+153
66
$886K 0.14%
6,750
-780
67
$873K 0.14%
46,110
+587
68
$849K 0.14%
4,816
+10
69
$845K 0.14%
1,824
+59
70
$826K 0.13%
2,252
-28
71
$825K 0.13%
34,636
-202
72
$817K 0.13%
6,359
+981
73
$811K 0.13%
+9,217
74
$786K 0.13%
8,823
-187
75
$783K 0.13%
23,103
-188
1 2
3
4 5