HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.06%
2,113
+1
127
$391K 0.06%
3,884
-206
128
$383K 0.06%
2,488
+5
129
$379K 0.06%
1,173
-291
130
$374K 0.06%
6,608
+5
131
$370K 0.06%
10,648
132
$365K 0.06%
12,508
+3
133
$363K 0.06%
686
+3
134
$361K 0.06%
1,131
135
$348K 0.06%
2,803
+10
136
$337K 0.05%
2,081
137
$336K 0.05%
1,072
138
$330K 0.05%
3,394
+387
139
$323K 0.05%
1,306
140
$321K 0.05%
3,524
141
$316K 0.05%
2,142
+4
142
$305K 0.05%
3,936
+51
143
$303K 0.05%
913
+1
144
$292K 0.05%
6,811
-117
145
$292K 0.05%
890
+94
146
$289K 0.05%
1,900
+1
147
$287K 0.05%
+1,052
148
$286K 0.05%
2,325
+2
149
$284K 0.05%
2,776
-189
150
$283K 0.05%
12,626
+21
4 5
6
7 8