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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.07%
887
+1
127
$229K 0.07%
7,748
+32
128
$229K 0.07%
1,029
+114
129
$227K 0.07%
2,560
+12
130
$223K 0.07%
2,935
+1
131
$223K 0.07%
3,547
-137
132
$222K 0.07%
5,119
+9
133
$221K 0.07%
1,845
+3
134
$221K 0.07%
2,856
+1,041
135
$218K 0.07%
5,578
-538
136
$215K 0.07%
831
+4
137
$206K 0.06%
6,719
-884
138
$206K 0.06%
4,622
+34
139
$205K 0.06%
632
-28
140
$199K 0.06%
3,118
+2,381
141
$195K 0.06%
3,532
+28
142
$194K 0.06%
3,342
-1,892
143
$192K 0.06%
2,948
+44
144
$192K 0.06%
2,442
+2,381
145
$190K 0.06%
2,094
-37
146
$189K 0.06%
1,873
-191
147
$188K 0.06%
572
+91
148
$184K 0.06%
5,588
-662
149
$184K 0.06%
686
150
$172K 0.05%
712
+2
4 5
6
7 8