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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$262K 0.15%
3,715
77
$262K 0.15%
6,148
+46
78
$255K 0.14%
4,272
+16
79
$254K 0.14%
8,487
80
$251K 0.14%
1,999
81
$245K 0.14%
2,566
+10
82
$245K 0.14%
3,121
-516
83
$240K 0.14%
7,326
-816
84
$238K 0.13%
6,176
+2,356
85
$230K 0.13%
3,646
-405
86
$225K 0.13%
1,753
87
$213K 0.12%
9,009
-107
88
$210K 0.12%
7,960
89
$208K 0.12%
2,548
-134
90
$191K 0.11%
2,854
-159
91
$189K 0.11%
1,435
-118
92
$186K 0.11%
1,476
-205
93
$186K 0.11%
2,161
+11
94
$184K 0.1%
6,230
+27
95
$183K 0.1%
3,360
+7
96
$181K 0.1%
1,124
-163
97
$175K 0.1%
560
98
$168K 0.1%
2,569
-64
99
$167K 0.09%
2,075
-149
100
$164K 0.09%
3,770
-432