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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$227K 0.11%
6,715
-58
77
$225K 0.11%
6,496
+77
78
$213K 0.1%
5,166
+8
79
$212K 0.1%
3,384
+6
80
$207K 0.1%
6,943
+106
81
$205K 0.1%
2,089
+10
82
$204K 0.1%
1,839
83
$204K 0.1%
3,820
+16
84
$202K 0.09%
1,175
+125
85
$197K 0.09%
4,076
+14
86
$197K 0.09%
3,125
-390
87
$196K 0.09%
2,601
+8
88
$193K 0.09%
3,102
89
$182K 0.09%
1,552
+76
90
$180K 0.08%
7,860
91
$180K 0.08%
2,009
+6
92
$178K 0.08%
14,891
+55
93
$177K 0.08%
2,308
-673
94
$175K 0.08%
6,853
-1,730
95
$175K 0.08%
2,251
+56
96
$168K 0.08%
4,173
+25
97
$167K 0.08%
747
-2,538
98
$167K 0.08%
12,355
-1,011
99
$166K 0.08%
3,420
+180
100
$165K 0.08%
2,779
+7
2 3
4
5 6