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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$163K 0.09%
708
-177
102
$163K 0.09%
3,102
103
$162K 0.09%
5,855
-1,188
104
$162K 0.09%
1,446
105
$160K 0.09%
3,752
+18
106
$158K 0.09%
2,134
+607
107
$156K 0.09%
3,982
+5
108
$150K 0.09%
9,741
+100
109
$145K 0.08%
1,706
110
$143K 0.08%
721
+12
111
$141K 0.08%
3,829
-1,143
112
$139K 0.08%
3,721
+166
113
$137K 0.08%
1,962
+5
114
$135K 0.08%
6,965
115
$134K 0.08%
5,723
116
$132K 0.07%
1,641
+7
117
$131K 0.07%
3,200
118
$130K 0.07%
2,199
119
$129K 0.07%
700
-25
120
$128K 0.07%
701
-324
121
$124K 0.07%
1,042
+5
122
$123K 0.07%
5,333
-61
123
$119K 0.07%
3,163
+298
124
$119K 0.07%
3,647
125
$118K 0.07%
1,466
+3