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
$466M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.75M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$945K

Sector Composition

1 Financials 5.9%
2 Technology 4.37%
3 Healthcare 2.54%
4 Industrials 1.79%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$504K 0.11%
1,731
77
$498K 0.11%
1,029
-1
78
$490K 0.11%
3,326
-29
79
$477K 0.1%
9,352
+3,622
80
$471K 0.1%
13,993
-52
81
$471K 0.1%
4,720
-4
82
$470K 0.1%
4,565
-11
83
$450K 0.1%
3,554
+101
84
$448K 0.1%
4,613
+9
85
$441K 0.09%
5,247
-151
86
$437K 0.09%
1,597
-370
87
$437K 0.09%
1,780
+600
88
$436K 0.09%
43,793
+4,522
89
$434K 0.09%
2,801
+68
90
$431K 0.09%
8,759
+2
91
$427K 0.09%
1,207
92
$425K 0.09%
894
+194
93
$422K 0.09%
2,993
+110
94
$419K 0.09%
1,086
+3
95
$419K 0.09%
4,976
+5
96
$416K 0.09%
2,323
+1
97
$415K 0.09%
19,075
-104
98
$400K 0.09%
7,904
+12
99
$394K 0.08%
4,225
+518
100
$391K 0.08%
81,315
+104
2 3
4
5 6