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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$68K 0.03%
1,736
+95
177
$68K 0.03%
1,879
+1
178
$68K 0.03%
1,504
-997
179
$68K 0.03%
588
+3
180
$67K 0.03%
600
181
$66K 0.03%
1,200
182
$66K 0.03%
461
+3
183
$63K 0.03%
700
184
$63K 0.03%
266
-74
185
$60K 0.03%
1,712
-592
186
$60K 0.03%
3,138
+3
187
$60K 0.03%
2,978
+8
188
$59K 0.03%
692
189
$58K 0.03%
1,887
190
$58K 0.03%
700
191
$58K 0.03%
460
+3
192
$58K 0.03%
1,400
193
$57K 0.03%
1,052
194
$56K 0.03%
2,568
195
$56K 0.03%
864
+4
196
$55K 0.03%
802
197
$55K 0.03%
495
198
$54K 0.02%
1,404
199
$54K 0.02%
582
-21
200
$54K 0.02%
3,614
+2,454
6 7
8
9 10