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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.13%
1,707
+1
77
$260K 0.13%
2,046
-20
78
$254K 0.13%
16,194
+970
79
$251K 0.13%
1,134
+4
80
$249K 0.13%
6,269
+61
81
$235K 0.12%
2,919
+57
82
$230K 0.12%
6,773
83
$228K 0.12%
2,981
+835
84
$224K 0.12%
3,515
85
$220K 0.11%
2,079
86
$216K 0.11%
1,837
87
$209K 0.11%
8,583
+2,322
88
$207K 0.11%
2,509
+16
89
$205K 0.11%
5,158
+4,156
90
$205K 0.11%
6,837
+6
91
$203K 0.1%
4,062
+65
92
$201K 0.1%
3,378
+6
93
$197K 0.1%
3,804
+17
94
$197K 0.1%
6,419
-243
95
$194K 0.1%
2,195
+11
96
$191K 0.1%
4,396
-3,012
97
$190K 0.1%
1,476
98
$190K 0.1%
1,839
-600
99
$190K 0.1%
2,593
+9
100
$178K 0.09%
13,366
+145
2 3
4
5 6