HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
853
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$1.96M
3
+$1.83M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.74M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.37M

Top Sells

1
+$1.58M
2
+$487K
3
+$418K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$331K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$278K

Sector Composition

1 Financials 6.9%
2 Technology 5.26%
3 Healthcare 4.32%
4 Industrials 2.51%
5 Energy 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-40
827
– –
-200
828
$0 ﹤0.01%
10
829
– –
-3
830
$0 ﹤0.01%
40
831
$0 ﹤0.01%
10
832
$0 ﹤0.01%
242
833
$0 ﹤0.01%
126
834
– –
0
835
$0 ﹤0.01%
30
836
– –
-7
837
– –
-357
838
– –
-17
839
$0 ﹤0.01%
44
840
– –
-5
841
$0 ﹤0.01%
12
842
$0 ﹤0.01%
1
843
– –
-68
844
$0 ﹤0.01%
23
-474
845
– –
0
846
– –
-50
847
$0 ﹤0.01%
350
848
$0 ﹤0.01%
160
849
$0 ﹤0.01%
179
850
– –
-15
31 32 33
34
35