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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$182K 0.08%
938
+2
102
$181K 0.08%
5,060
-8,751
103
$179K 0.08%
1,754
-3,244
104
$179K 0.08%
4,933
+28
105
$177K 0.08%
1,706
+1,356
106
$177K 0.08%
2,939
-5,228
107
$176K 0.08%
4,129
-7,563
108
$175K 0.08%
1,392
-84,914
109
$173K 0.08%
2,828
-4,720
110
$172K 0.08%
11,036
-1,132
111
$170K 0.08%
1,473
-175
112
$165K 0.08%
3,663
+5
113
$164K 0.08%
13,121
-3,979
114
$163K 0.08%
5,157
+659
115
$159K 0.07%
1,219
-61
116
$159K 0.07%
14,874
+159
117
$156K 0.07%
460
118
$148K 0.07%
1,872
+1,149
119
$144K 0.07%
7,860
120
$144K 0.07%
748
+151
121
$142K 0.07%
2,057
+6
122
$139K 0.06%
5,254
123
$138K 0.06%
2,267
+251
124
$134K 0.06%
1,850
+3
125
$132K 0.06%
+699
3 4
5
6 7