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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$120K 0.05%
8,030
+11
127
$116K 0.05%
1,083
+2
128
$115K 0.05%
8,409
-500
129
$115K 0.05%
2,947
+7
130
$114K 0.05%
3,154
-938
131
$114K 0.05%
9,721
132
$110K 0.05%
13,532
133
$110K 0.05%
1,292
+2
134
$108K 0.05%
2,560
135
$108K 0.05%
2,110
136
$107K 0.05%
523
+270
137
$105K 0.05%
2,505
138
$102K 0.05%
3,200
139
$101K 0.05%
1,161
+3
140
$100K 0.05%
1,496
141
$100K 0.05%
1,559
142
$100K 0.05%
+5,838
143
$97K 0.04%
3,170
144
$96K 0.04%
1,821
145
$94K 0.04%
6,912
-293
146
$93K 0.04%
3,124
-426
147
$93K 0.04%
1,144
+6
148
$93K 0.04%
1,019
149
$92K 0.04%
2,316
+1,240
150
$92K 0.04%
713
4 5
6
7 8