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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$173K 0.09%
7,860
102
$168K 0.09%
3,102
103
$166K 0.09%
14,836
+643
104
$162K 0.08%
4,148
+168
105
$156K 0.08%
+2,772
106
$154K 0.08%
2,003
+26
107
$151K 0.08%
2,060
+12
108
$151K 0.08%
1,059
+5
109
$150K 0.08%
3,240
+340
110
$147K 0.08%
10,783
+144
111
$147K 0.08%
1,050
112
$146K 0.08%
3,200
113
$145K 0.07%
6,965
114
$143K 0.07%
5,723
115
$139K 0.07%
5,541
+21
116
$139K 0.07%
1,052
+2
117
$138K 0.07%
571
+2
118
$134K 0.07%
6,171
-1,947
119
$134K 0.07%
+1,403
120
$130K 0.07%
2,556
+7
121
$126K 0.07%
1,821
122
$123K 0.06%
1,144
+8
123
$121K 0.06%
1,868
-988
124
$118K 0.06%
2,795
+1,555
125
$117K 0.06%
3,477
+507
3 4
5
6 7