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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$93K 0.04%
3,725
-950
152
$92K 0.04%
1,148
-5
153
$90K 0.04%
870
+437
154
$88K 0.04%
3,152
+1,532
155
$87K 0.04%
1,843
156
$86K 0.04%
1,132
+4
157
$86K 0.04%
1,667
158
$85K 0.04%
1,618
-436
159
$84K 0.04%
870
160
$84K 0.04%
1,330
161
$83K 0.04%
5,005
-1,066
162
$82K 0.04%
1,559
163
$81K 0.04%
1,920
164
$81K 0.04%
1,288
+3
165
$79K 0.04%
2,019
+16
166
$78K 0.04%
1,084
+2
167
$77K 0.04%
950
168
$77K 0.04%
2,894
+16
169
$76K 0.04%
418
+300
170
$74K 0.03%
2,154
-450
171
$72K 0.03%
1,040
+2
172
$72K 0.03%
2,400
173
$71K 0.03%
567
174
$70K 0.03%
1,352
175
$70K 0.03%
4,959
+103
5 6
7
8 9