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
$293M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$9.12M
3
+$1.02M
4
NEE icon
NextEra Energy
NEE
+$904K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$671K

Top Sells

1
+$7.96M
2
+$7.36M
3
+$1.13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Sector Composition

1 Financials 6.68%
2 Healthcare 4.6%
3 Technology 4.56%
4 Industrials 2.5%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$243K 0.08%
2,469
-1,871
127
$237K 0.08%
14,701
-3,650
128
$235K 0.08%
4,234
+2,584
129
$232K 0.08%
900
+16
130
$231K 0.08%
2,811
-607
131
$226K 0.08%
5,147
132
$224K 0.08%
1,516
-125
133
$223K 0.08%
1,284
+125
134
$213K 0.07%
+1,572
135
$212K 0.07%
4,661
-1,464
136
$211K 0.07%
3,710
-932
137
$208K 0.07%
2,988
-840
138
$207K 0.07%
1,592
139
$205K 0.07%
3,689
+21
140
$201K 0.07%
3,176
+182
141
$179K 0.06%
38,911
+984
142
$177K 0.06%
10,105
-884
143
$167K 0.06%
11,677
-831
144
$35.4K 0.01%
5,967
145
– –
-2,052
146
– –
-154
147
– –
-14
148
– –
-750
149
– –
-304
150
– –
-336
4 5
6
7 8