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
$536M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.1M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.66M

Top Sells

1
+$1M
2
+$444K
3
+$234K
4
MTB icon
M&T Bank
MTB
+$217K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$215K

Sector Composition

1 Financials 5.45%
2 Technology 4.55%
3 Healthcare 2.5%
4 Industrials 1.71%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$309K 0.06%
3,187
+2
127
$296K 0.06%
+1,840
128
$283K 0.05%
+7,415
129
$281K 0.05%
3,603
+400
130
$280K 0.05%
2,758
+13
131
$279K 0.05%
3,156
-72
132
$277K 0.05%
+5,227
133
$276K 0.05%
2,412
+1
134
$276K 0.05%
2,778
135
$275K 0.05%
+3,176
136
$271K 0.05%
29,578
+207
137
$270K 0.05%
487
138
$263K 0.05%
+4,387
139
$263K 0.05%
2,519
+6
140
$262K 0.05%
1,131
141
$259K 0.05%
2,430
142
$257K 0.05%
2,112
+7
143
$256K 0.05%
3,836
+685
144
$255K 0.05%
3,119
+11
145
$250K 0.05%
907
+1
146
$250K 0.05%
+4,409
147
$244K 0.05%
4,368
+14
148
$240K 0.04%
+2,344
149
$239K 0.04%
6,453
+7
150
$237K 0.04%
+1,185
3 4 5
6
7