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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$94K 0.04%
1,228
+9
152
$93K 0.04%
1,940
-160
153
$93K 0.04%
2,888
+2,490
154
$92K 0.04%
1,200
155
$92K 0.04%
497
156
$92K 0.04%
2,134
157
$92K 0.04%
7,221
158
$91K 0.04%
775
159
$89K 0.04%
2,691
160
$88K 0.04%
527
+4
161
$88K 0.04%
1,493
162
$87K 0.04%
+8,604
163
$86K 0.04%
1,045
164
$86K 0.04%
1,826
+4
165
$85K 0.04%
455
-48
166
$84K 0.04%
828
+3
167
$84K 0.04%
703
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168
$84K 0.04%
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169
$83K 0.04%
692
170
$82K 0.04%
5,975
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171
$81K 0.04%
4,252
-70
172
$81K 0.04%
322
-2,028
173
$80K 0.04%
1,050
174
$79K 0.04%
2,160
+12
175
$78K 0.04%
675
5 6
7
8 9