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
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$282K 0.05%
2,116
+5
152
$278K 0.04%
4,891
+276
153
$277K 0.04%
6,300
+12
154
$277K 0.04%
3,043
+3
155
$271K 0.04%
8,588
156
$264K 0.04%
1,260
157
$262K 0.04%
600
158
$259K 0.04%
+1,899
159
$257K 0.04%
9,721
-1,924
160
$253K 0.04%
4,004
-14
161
$252K 0.04%
3,603
162
$251K 0.04%
20,046
+5,156
163
$251K 0.04%
5,414
+7
164
$246K 0.04%
4,285
165
$244K 0.04%
3,901
-22
166
$239K 0.04%
4,403
+12
167
$238K 0.04%
+468
168
$237K 0.04%
1,305
+5
169
$235K 0.04%
1,168
170
$235K 0.04%
3,737
171
$234K 0.04%
1,410
-19
172
$231K 0.04%
3,549
173
$228K 0.04%
689
174
$228K 0.04%
23,240
175
$217K 0.03%
+776
4 5 6
7
8