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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92K 0.05%
1,326
+47
152
$91K 0.05%
1,822
+4
153
$91K 0.05%
7,221
154
$91K 0.05%
1,355
+209
155
$90K 0.05%
2,727
+540
156
$90K 0.05%
1,920
157
$89K 0.05%
2,134
158
$89K 0.05%
2,691
159
$86K 0.04%
1,200
160
$86K 0.04%
1,045
161
$84K 0.04%
523
+29
162
$84K 0.04%
775
163
$83K 0.04%
497
164
$83K 0.04%
3,085
+586
165
$82K 0.04%
692
166
$82K 0.04%
4,322
+70
167
$82K 0.04%
1,493
168
$82K 0.04%
1,219
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169
$82K 0.04%
825
+3
170
$81K 0.04%
503
+3
171
$80K 0.04%
1,237
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172
$80K 0.04%
1,329
+661
173
$80K 0.04%
5,895
+81
174
$78K 0.04%
1,469
+4
175
$78K 0.04%
1,050
+92
5 6
7
8 9