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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$164K 0.08%
3,655
-741
102
$158K 0.07%
2,021
-39
103
$157K 0.07%
+5,807
104
$157K 0.07%
1,064
+5
105
$157K 0.07%
+5,475
106
$155K 0.07%
3,469
+2,765
107
$154K 0.07%
1,054
+2
108
$151K 0.07%
6,965
109
$151K 0.07%
3,200
110
$148K 0.07%
5,694
+153
111
$147K 0.07%
5,723
112
$140K 0.07%
2,002
+1,691
113
$136K 0.06%
1,421
+18
114
$135K 0.06%
2,563
+7
115
$133K 0.06%
2,831
+36
116
$132K 0.06%
1,940
-7,871
117
$127K 0.06%
1,821
118
$122K 0.06%
1,152
+8
119
$122K 0.06%
1,336
-1,173
120
$121K 0.06%
4,513
+18
121
$121K 0.06%
2,635
+6
122
$118K 0.06%
8,643
-2,140
123
$117K 0.05%
573
+2
124
$116K 0.05%
2,364
125
$115K 0.05%
1,684
-184
3 4
5
6 7