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
$454M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.6M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$905K

Top Sells

1
+$16M
2
+$14.8M
3
+$12.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.59M

Sector Composition

1 Financials 5.74%
2 Technology 4.52%
3 Healthcare 2.96%
4 Industrials 1.82%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$508K 0.11%
8,760
+1
77
$496K 0.11%
2,325
+2
78
$487K 0.11%
4,405
-160
79
$476K 0.1%
910
+16
80
$473K 0.1%
9,352
81
$472K 0.1%
4,692
-28
82
$462K 0.1%
4,781
+168
83
$460K 0.1%
3,487
-67
84
$458K 0.1%
3,898
+389
85
$439K 0.1%
1,785
+5
86
$437K 0.1%
3,078
+760
87
$428K 0.09%
18,806
-269
88
$422K 0.09%
877
+1
89
$421K 0.09%
3,349
+1
90
$418K 0.09%
7,916
+12
91
$417K 0.09%
4,433
+208
92
$414K 0.09%
+3,228
93
$412K 0.09%
1,996
+20
94
$409K 0.09%
4,981
+5
95
$408K 0.09%
566
+1
96
$404K 0.09%
2,220
-581
97
$394K 0.09%
3,698
-24,304
98
$392K 0.09%
2,252
+6
99
$392K 0.09%
81,431
+116
100
$387K 0.09%
1,597
2 3
4
5 6