HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$781K 0.13%
5,346
+68
77
$758K 0.12%
4,141
+187
78
$742K 0.12%
10,682
+57
79
$736K 0.12%
2,860
-45
80
$703K 0.11%
8,773
+1
81
$684K 0.11%
1,031
+1
82
$682K 0.11%
3,616
+2
83
$662K 0.11%
7,961
+8
84
$661K 0.11%
1,860
+15
85
$646K 0.1%
13,644
+121
86
$641K 0.1%
6,919
+716
87
$619K 0.1%
2,829
+2
88
$618K 0.1%
18,838
+35
89
$612K 0.1%
+19,729
90
$609K 0.1%
3,446
+7
91
$608K 0.1%
984
+67
92
$604K 0.1%
1,691
-30
93
$587K 0.09%
4,976
+32
94
$584K 0.09%
2,117
-364
95
$582K 0.09%
4,134
-55
96
$575K 0.09%
2,811
+48
97
$557K 0.09%
7,191
+519
98
$550K 0.09%
4,279
-15
99
$548K 0.09%
4,081
+268
100
$538K 0.09%
2,349
+1
2 3
4
5 6