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
$466M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$3.76M
2
+$2.75M
3
+$2.06M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.81M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.17M

Top Sells

1
+$2.09M
2
+$1.71M
3
+$1.09M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$945K

Sector Composition

1 Financials 5.9%
2 Technology 4.37%
3 Healthcare 2.54%
4 Industrials 1.79%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$206K 0.04%
+3,966
152
$201K 0.04%
+1,274
153
$197K 0.04%
23,240
-4,500
154
– –
-67,298
155
– –
-5,300
156
– –
-75,448
157
– –
-5,954
158
– –
-13,600
159
– –
-2,489
160
– –
-8,910
161
– –
-15,139
162
– –
-7,364
3 4 5 6
7