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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
25
727
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39
728
$2K ﹤0.01%
+100
729
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50
730
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34
731
$2K ﹤0.01%
21
732
$2K ﹤0.01%
6
733
$2K ﹤0.01%
73
734
$2K ﹤0.01%
34
735
$2K ﹤0.01%
12
736
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35
737
$2K ﹤0.01%
+32
738
$2K ﹤0.01%
2
739
$2K ﹤0.01%
+180
740
$2K ﹤0.01%
+141
741
$2K ﹤0.01%
42
742
$2K ﹤0.01%
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743
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131
744
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18
745
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26
746
$2K ﹤0.01%
+24
747
$2K ﹤0.01%
15
748
$2K ﹤0.01%
104
749
$2K ﹤0.01%
10
750
$2K ﹤0.01%
+60
28 29
30
31 32