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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$112K 0.05%
2,340
127
$111K 0.05%
589
+18
128
$110K 0.05%
1,619
+7
129
$110K 0.05%
1,931
+1,815
130
$109K 0.05%
6,700
+200
131
$109K 0.05%
7,487
132
$108K 0.05%
1,732
133
$108K 0.05%
2,157
+4
134
$108K 0.05%
1,350
+701
135
$106K 0.05%
600
136
$105K 0.05%
468
+1
137
$105K 0.05%
815
138
$105K 0.05%
+1,586
139
$105K 0.05%
795
140
$105K 0.05%
717
+17
141
$103K 0.05%
1,143
+7
142
$103K 0.05%
1,617
+288
143
$103K 0.05%
2,977
-500
144
$103K 0.05%
1,920
145
$101K 0.05%
1,871
+1,040
146
$99K 0.05%
2,577
+4
147
$97K 0.05%
1,324
+2
148
$96K 0.04%
+3,101
149
$96K 0.04%
+1,735
150
$95K 0.04%
1,227
4 5
6
7 8