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
$454M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.6M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$905K

Top Sells

1
+$16M
2
+$14.8M
3
+$12.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.59M

Sector Composition

1 Financials 5.74%
2 Technology 4.52%
3 Healthcare 2.96%
4 Industrials 1.82%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.08%
3,243
+4
102
$364K 0.08%
2,773
-15,230
103
$340K 0.08%
2,106
+1
104
$340K 0.07%
2,778
+69
105
$340K 0.07%
16,413
-1,803
106
$330K 0.07%
4,944
107
$327K 0.07%
1,581
-11
108
$324K 0.07%
1,206
109
$307K 0.07%
2,411
+151
110
$301K 0.07%
6,111
-206
111
$300K 0.07%
3,228
-495
112
$293K 0.06%
5,404
-785
113
$289K 0.06%
12,472
-328
114
$287K 0.06%
3,185
+3
115
$283K 0.06%
487
116
$278K 0.06%
3,108
+13
117
$274K 0.06%
29,371
+765
118
$268K 0.06%
8,128
+508
119
$265K 0.06%
2,105
-71
120
$264K 0.06%
906
+1
121
$258K 0.06%
1,131
122
$252K 0.06%
4,354
-409
123
$252K 0.06%
2,745
-2
124
$239K 0.05%
6,446
-1,673
125
$236K 0.05%
+2,430
3 4
5
6 7