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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$92K 0.05%
692
152
$91K 0.05%
3,574
-1,137
153
$91K 0.05%
1,396
154
$91K 0.05%
2,098
+4
155
$90K 0.05%
2,340
156
$90K 0.05%
2,084
157
$90K 0.05%
569
+1
158
$90K 0.05%
1,337
+1
159
$88K 0.05%
6,391
+1,637
160
$86K 0.05%
418
161
$85K 0.05%
655
+158
162
$84K 0.05%
2,562
-1,246
163
$84K 0.05%
2,153
164
$82K 0.05%
1,732
165
$82K 0.05%
2,154
-316
166
$82K 0.05%
5,659
+5,635
167
$82K 0.05%
2,691
168
$81K 0.05%
466
+1
169
$80K 0.05%
1,252
+614
170
$79K 0.04%
1,180
+9
171
$79K 0.04%
1,508
172
$79K 0.04%
1,400
173
$78K 0.04%
1,881
-1,091
174
$77K 0.04%
1,642
+2
175
$77K 0.04%
1,485