HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$537K 0.09%
10,512
-112
102
$534K 0.09%
10,146
+2,560
103
$524K 0.08%
7,590
-141
104
$513K 0.08%
2,818
+33
105
$512K 0.08%
4,917
+4
106
$509K 0.08%
905
+21
107
$504K 0.08%
3,037
+94
108
$501K 0.08%
2,151
+5
109
$496K 0.08%
+2,410
110
$492K 0.08%
5,844
+249
111
$491K 0.08%
82,042
+48
112
$479K 0.08%
3,580
+250
113
$479K 0.08%
4,367
+350
114
$468K 0.08%
2,254
115
$463K 0.07%
3,405
+89
116
$455K 0.07%
1,613
117
$451K 0.07%
1,420
+110
118
$431K 0.07%
572
+1
119
$422K 0.07%
1,581
120
$415K 0.07%
3,863
-26
121
$414K 0.07%
1,799
+6
122
$413K 0.07%
16,914
+12
123
$413K 0.07%
2,224
-12
124
$409K 0.07%
11,860
125
$397K 0.06%
8,089
-463
3 4
5
6 7