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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$168K 0.05%
2,022
-98
152
$167K 0.05%
3,366
-632
153
$167K 0.05%
423
-28
154
$167K 0.05%
2,345
+8
155
$164K 0.05%
3,483
+22
156
$163K 0.05%
8,258
-493
157
$163K 0.05%
3,233
-67
158
$161K 0.05%
2,055
159
$161K 0.05%
952
+4
160
$157K 0.05%
949
-531
161
$154K 0.05%
1,191
162
$154K 0.05%
1,480
-500
163
$153K 0.05%
804
-1,352
164
$153K 0.05%
1,747
+117
165
$152K 0.05%
1,592
-28
166
$150K 0.05%
1,555
+5
167
$149K 0.05%
1,956
+5
168
$148K 0.05%
6,103
-1,690
169
$146K 0.05%
1,356
+2
170
$146K 0.05%
1,732
-98
171
$144K 0.05%
414
+1
172
$143K 0.04%
1,716
173
$143K 0.04%
2,598
174
$141K 0.04%
1,520
+1
175
$140K 0.04%
2,858
+2
5 6
7
8 9