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
$466M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.75M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$945K

Sector Composition

1 Financials 5.9%
2 Technology 4.37%
3 Healthcare 2.54%
4 Industrials 1.79%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.06%
28,606
+1,645
127
$266K 0.06%
12,800
+4
128
$262K 0.06%
2,260
+1
129
$259K 0.06%
487
130
$258K 0.06%
2,747
+25
131
$255K 0.05%
3,095
+13
132
$254K 0.05%
3,182
+2
133
$254K 0.05%
1,592
134
$250K 0.05%
1,005
-56
135
$249K 0.05%
3,695
136
$248K 0.05%
+2,044
137
$248K 0.05%
2,176
-93
138
$245K 0.05%
2,709
-35
139
$244K 0.05%
3,579
-8
140
$244K 0.05%
3,781
+19
141
$242K 0.05%
1,065
-19
142
$232K 0.05%
7,620
+5
143
$226K 0.05%
2,506
+6
144
$220K 0.05%
+2,843
145
$220K 0.05%
4,285
-176
146
$212K 0.05%
+6,744
147
$212K 0.05%
+1,131
148
$210K 0.04%
1,333
+8
149
$209K 0.04%
+2,306
150
$208K 0.04%
+693
3 4 5
6
7