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
$536M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.1M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.66M

Top Sells

1
+$1M
2
+$444K
3
+$234K
4
MTB icon
M&T Bank
MTB
+$217K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$215K

Sector Composition

1 Financials 5.45%
2 Technology 4.55%
3 Healthcare 2.5%
4 Industrials 1.71%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$451K 0.08%
+3,480
102
$438K 0.08%
2,252
103
$428K 0.08%
+13,686
104
$424K 0.08%
7,926
+10
105
$422K 0.08%
4,341
-92
106
$412K 0.08%
1,597
107
$404K 0.08%
1,785
108
$395K 0.07%
81,526
+95
109
$391K 0.07%
4,985
+4
110
$387K 0.07%
878
+1
111
$382K 0.07%
2,225
+5
112
$380K 0.07%
+684
113
$374K 0.07%
+2,286
114
$367K 0.07%
567
+1
115
$365K 0.07%
4,954
+10
116
$363K 0.07%
+11,860
117
$352K 0.07%
16,413
118
$338K 0.06%
3,251
+8
119
$336K 0.06%
+3,236
120
$330K 0.06%
2,119
+13
121
$328K 0.06%
1,581
122
$315K 0.06%
6,422
+311
123
$314K 0.06%
12,472
124
$310K 0.06%
7,985
-143
125
$310K 0.06%
1,306
+100
3 4
5
6 7