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
$360M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.9M
3
+$8.95M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.94M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.82M

Top Sells

1
+$10.5M
2
+$8.83M
3
+$2.46M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.92M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.41M

Sector Composition

1 Technology 5.87%
2 Financials 5.7%
3 Healthcare 3.83%
4 Industrials 2.55%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
19
727
$1K ﹤0.01%
15
728
$1K ﹤0.01%
22
729
$1K ﹤0.01%
37
+17
730
$1K ﹤0.01%
10
731
$1K ﹤0.01%
+50
732
$1K ﹤0.01%
126
733
$1K ﹤0.01%
350
-150
734
$1K ﹤0.01%
160
735
$1K ﹤0.01%
55
736
$1K ﹤0.01%
40
737
$1K ﹤0.01%
32
738
$1K ﹤0.01%
14
739
$1K ﹤0.01%
21
+1
740
$1K ﹤0.01%
25
741
$0 ﹤0.01%
14
742
– –
-47
743
$0 ﹤0.01%
3
744
$0 ﹤0.01%
1
745
– –
0
746
$0 ﹤0.01%
4
747
$0 ﹤0.01%
500
748
$0 ﹤0.01%
125
-99
749
$0 ﹤0.01%
9
750
– –
-15
28 29
30
31 32