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
$454M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.6M
3
+$2.48M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$905K

Top Sells

1
+$16M
2
+$14.8M
3
+$12.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.59M

Sector Composition

1 Financials 5.74%
2 Technology 4.52%
3 Healthcare 2.96%
4 Industrials 1.82%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.05%
2,513
+7
127
$231K 0.05%
4,285
128
$228K 0.05%
+3,781
129
$226K 0.05%
2,069
-664
130
$223K 0.05%
3,082
+239
131
$218K 0.05%
1,467
+134
132
$217K 0.05%
3,203
-492
133
$215K 0.05%
+3,665
134
$212K 0.05%
3,151
-630
135
$211K 0.05%
23,240
136
$209K 0.05%
+2,398
137
$209K 0.05%
+3,532
138
$204K 0.04%
+1,011
139
$202K 0.04%
+1,168
140
– –
-11,628
141
– –
-20,867
142
– –
-1,005
143
– –
-18,719
144
– –
-43,793
145
– –
-39,765
146
– –
-5,247
147
– –
-1,274
148
– –
-3,435
149
– –
-1,065
150
– –
-2,306
3 4 5
6
7