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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.13%
4,109
+3
77
$275K 0.13%
13,320
+100
78
$271K 0.13%
2,611
+7
79
$270K 0.12%
4,368
-2,288
80
$256K 0.12%
4,700
81
$244K 0.11%
2,700
+39
82
$239K 0.11%
2,833
-2,832
83
$237K 0.11%
8,268
-165
84
$233K 0.11%
3,591
-499
85
$232K 0.11%
3,310
+7
86
$223K 0.1%
2,442
+5
87
$220K 0.1%
13,835
-2,600
88
$216K 0.1%
5,403
-482
89
$216K 0.1%
3,102
90
$216K 0.1%
2,012
-897
91
$215K 0.1%
4,365
+10
92
$212K 0.1%
6,022
-950
93
$210K 0.1%
13,560
-247
94
$209K 0.1%
3,956
95
$208K 0.1%
5,604
+1,276
96
$204K 0.09%
3,856
-5,400
97
$199K 0.09%
14,840
98
$194K 0.09%
2,746
-1,961
99
$184K 0.08%
3,495
-1,090
100
$183K 0.08%
1,747
-50
2 3
4
5 6