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

Top Buys

1
+$1.23M
2
+$1.22M
3
+$1.04M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$975K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$764K

Top Sells

1
+$2.24M
2
+$2.2M
3
+$1.84M
4
SJB icon
ProShares Short High Yield
SJB
+$1.57M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$925K

Sector Composition

1 Financials 4.68%
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
726
– –
-160
727
– –
0
728
$0 ﹤0.01%
15
729
$0 ﹤0.01%
16
730
$0 ﹤0.01%
25
731
$0 ﹤0.01%
25
732
$0 ﹤0.01%
242
733
– –
-100
734
– –
0
735
– –
-33
736
$0 ﹤0.01%
12
737
– –
-400
738
$0 ﹤0.01%
25
739
$0 ﹤0.01%
65
740
$0 ﹤0.01%
100
741
$0 ﹤0.01%
4
742
$0 ﹤0.01%
701
+34
743
$0 ﹤0.01%
35
744
$0 ﹤0.01%
251
745
– –
-148
746
– –
-150
747
$0 ﹤0.01%
92
748
$0 ﹤0.01%
100
26 27 28 29
30