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

Top Buys

1
+$2.56M
2
+$2.17M
3
+$2.01M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.59M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.64M
2
+$1.97M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.42%
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
801
$0 ﹤0.01%
+89
802
$0 ﹤0.01%
26
-26
803
– –
0
804
$0 ﹤0.01%
40
805
$0 ﹤0.01%
24
806
– –
0
807
– –
-70
808
$0 ﹤0.01%
35
809
– –
0
810
$0 ﹤0.01%
4
811
$0 ﹤0.01%
+7
812
$0 ﹤0.01%
3
813
$0 ﹤0.01%
28
814
$0 ﹤0.01%
9
815
– –
-24
816
$0 ﹤0.01%
20
817
– –
-43
818
$0 ﹤0.01%
11
819
– –
-550
820
– –
-183
821
– –
-117
822
$0 ﹤0.01%
+9
823
$0 ﹤0.01%
61
824
– –
-162
825
$0 ﹤0.01%
1
31 32
33
34 35