HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$454M
AUM Growth
-$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$3.61M
3
+$2.34M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.07M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$870K

Top Sells

1
+$15.4M
2
+$14.3M
3
+$12.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.74M
5
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$2.42M

Sector Composition

1 Financials 5.74%
2 Technology 4.52%
3 Healthcare 2.96%
4 Industrials 1.82%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-20,961
152
– –
-3,622
153
– –
-2,306
154
– –
-1,065
155
– –
-3,435
156
– –
-1,274
157
– –
-5,247
158
– –
-39,765
159
– –
-43,793
160
– –
-18,719
161
– –
-1,005
162
– –
-20,867
163
– –
-11,628
3 4 5 6
7