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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$351K 0.11%
2,002
+13
102
$349K 0.11%
4,541
-35
103
$346K 0.11%
1,714
-40
104
$346K 0.11%
6,635
+1,560
105
$344K 0.11%
6,697
+32
106
$332K 0.1%
33,620
107
$329K 0.1%
9,276
+366
108
$326K 0.1%
1,749
+4
109
$321K 0.1%
16,008
+1,015
110
$319K 0.1%
2,706
+5
111
$301K 0.09%
3,879
+164
112
$301K 0.09%
2,335
+10
113
$300K 0.09%
8,916
+265
114
$295K 0.09%
22,120
115
$284K 0.09%
3,613
-1
116
$271K 0.08%
595
-132
117
$267K 0.08%
3,963
+12
118
$258K 0.08%
2,389
+12
119
$256K 0.08%
1,158
+6
120
$253K 0.08%
4,640
+3
121
$249K 0.08%
1,797
+7
122
$247K 0.08%
1,074
123
$246K 0.08%
3,507
+170
124
$240K 0.08%
1,803
+4
125
$235K 0.07%
7,656
+6,220
3 4
5
6 7