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
826
– –
-107
827
– –
-987
828
– –
-23
829
$0 ﹤0.01%
+4
830
$0 ﹤0.01%
37
831
$0 ﹤0.01%
15
832
$0 ﹤0.01%
+19
833
$0 ﹤0.01%
6
834
$0 ﹤0.01%
8
835
$0 ﹤0.01%
25
836
– –
-290
837
$0 ﹤0.01%
20
838
$0 ﹤0.01%
44
839
$0 ﹤0.01%
8
840
– –
-228
841
$0 ﹤0.01%
180
842
$0 ﹤0.01%
238
843
$0 ﹤0.01%
+51
844
– –
-479
845
$0 ﹤0.01%
27
846
– –
-156
847
$0 ﹤0.01%
7
-340
848
$0 ﹤0.01%
48
849
$0 ﹤0.01%
39
850
$0 ﹤0.01%
15
31 32 33
34
35