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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$533K 0.17%
2,378
+134
77
$532K 0.17%
1,496
+20
78
$505K 0.16%
1,544
+254
79
$473K 0.15%
6,127
+24
80
$463K 0.15%
4,712
+815
81
$462K 0.14%
10,485
+1,034
82
$460K 0.14%
5,903
+367
83
$460K 0.14%
+81,000
84
$454K 0.14%
28,398
+3,168
85
$451K 0.14%
8,989
+6,490
86
$431K 0.13%
4,680
+294
87
$426K 0.13%
2,254
-2
88
$426K 0.13%
4,556
+18
89
$418K 0.13%
1,725
-2
90
$414K 0.13%
12,745
-455
91
$406K 0.13%
2,572
+2
92
$405K 0.13%
6,425
-238
93
$404K 0.13%
8,124
+12
94
$384K 0.12%
3,720
+300
95
$377K 0.12%
1,712
+2
96
$373K 0.12%
4,946
+42
97
$368K 0.12%
3,024
+250
98
$367K 0.11%
1,676
99
$357K 0.11%
22,016
+1,864
100
$355K 0.11%
1,564
+71
2 3
4
5 6