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
$277M
AUM Growth
-$501K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
748
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.19M
3 +$990K
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$966K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$756K

Top Sells

1 +$2.21M
2 +$2.19M
3 +$1.81M
4
SJB icon
ProShares Short High Yield
SJB
+$1.6M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$916K

Sector Composition

1 Financials 4.69%
2 Healthcare 4.23%
3 Technology 4.14%
4 Energy 2.92%
5 Consumer Staples 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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728
$0 ﹤0.01%
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92