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
$466M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.75M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$945K

Sector Composition

1 Financials 5.9%
2 Technology 4.37%
3 Healthcare 2.54%
4 Industrials 1.79%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$383K 0.08%
2,246
102
$374K 0.08%
876
-100
103
$369K 0.08%
3,622
+37
104
$364K 0.08%
3,509
+7
105
$357K 0.08%
3,239
-67
106
$353K 0.08%
3,348
+2
107
$342K 0.07%
18,216
+24
108
$342K 0.07%
2,318
109
$340K 0.07%
3,435
+9
110
$326K 0.07%
2,105
+2
111
$324K 0.07%
565
+2
112
$320K 0.07%
1,976
-21
113
$319K 0.07%
3,723
-10
114
$318K 0.07%
6,189
+7
115
$316K 0.07%
1,206
116
$315K 0.07%
+11,860
117
$314K 0.07%
8,119
-11
118
$309K 0.07%
15,111
119
$302K 0.06%
4,944
+6
120
$297K 0.06%
6,317
+18
121
$288K 0.06%
1,104
122
$281K 0.06%
905
+2
123
$275K 0.06%
2,733
+7
124
$273K 0.06%
5,222
+3
125
$270K 0.06%
4,763
+19
3 4
5
6 7