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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$89K 0.04%
4,014
+15
152
$89K 0.04%
1,330
153
$88K 0.04%
1,830
154
$88K 0.04%
5,005
155
$87K 0.04%
1,087
+2
156
$85K 0.04%
1,920
157
$81K 0.04%
930
158
$80K 0.04%
497
159
$80K 0.04%
1,396
160
$80K 0.04%
1,862
+47
161
$80K 0.04%
1,530
+24
162
$80K 0.04%
1,027
-93
163
$78K 0.04%
748
-125
164
$78K 0.04%
1,843
165
$77K 0.04%
1,405
+1
166
$77K 0.04%
1,883
+3
167
$77K 0.04%
1,667
168
$74K 0.03%
600
169
$73K 0.03%
631
170
$72K 0.03%
418
171
$71K 0.03%
1,302
-1,062
172
$71K 0.03%
2,400
173
$71K 0.03%
2,926
+16
174
$70K 0.03%
5,390
+3,111
175
$67K 0.03%
906
5 6
7
8 9