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
751
$2K ﹤0.01%
+67
752
$2K ﹤0.01%
227
753
$2K ﹤0.01%
4
754
$2K ﹤0.01%
22
755
$2K ﹤0.01%
+15
756
$2K ﹤0.01%
+96
757
$2K ﹤0.01%
9
758
$2K ﹤0.01%
+50
759
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+20
760
$2K ﹤0.01%
+170
761
$2K ﹤0.01%
+22
762
$2K ﹤0.01%
33
763
$2K ﹤0.01%
73
+1
764
$1K ﹤0.01%
21
765
$1K ﹤0.01%
28
766
$1K ﹤0.01%
46
767
$1K ﹤0.01%
+14
768
$1K ﹤0.01%
28
769
$1K ﹤0.01%
+52
770
$1K ﹤0.01%
20
771
$1K ﹤0.01%
22
772
$1K ﹤0.01%
68
773
$1K ﹤0.01%
29
774
$1K ﹤0.01%
61
+2
775
$1K ﹤0.01%
13
29 30
31
32 33