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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$131K 0.06%
9,432
127
$129K 0.06%
1,400
+27
128
$127K 0.06%
3,189
129
$124K 0.06%
2,800
130
$124K 0.06%
3,676
+2,870
131
$122K 0.06%
2,934
+5
132
$120K 0.06%
2,880
133
$115K 0.05%
1,496
-7,000
134
$115K 0.05%
3,200
135
$112K 0.05%
1,466
-284
136
$111K 0.05%
1,821
137
$111K 0.05%
932
+97
138
$109K 0.05%
6,003
+14
139
$105K 0.05%
3,983
+15
140
$104K 0.05%
1,101
+801
141
$104K 0.05%
3,595
142
$103K 0.05%
3,544
+6
143
$102K 0.05%
2,505
144
$101K 0.05%
1,895
145
$101K 0.05%
2,100
-2,525
146
$100K 0.05%
1,215
-94
147
$99K 0.05%
1,155
-11
148
$96K 0.04%
1,396
149
$96K 0.04%
1,019
150
$96K 0.04%
1,153
+223
4 5
6
7 8