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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.03%
5,087
+78
177
$66K 0.03%
2,054
+18
178
$65K 0.03%
717
179
$64K 0.03%
661
+500
180
$63K 0.03%
1,451
181
$63K 0.03%
612
182
$62K 0.03%
2,526
-126
183
$62K 0.03%
594
+3
184
$61K 0.03%
466
+3
185
$61K 0.03%
1,517
+4
186
$61K 0.03%
986
+500
187
$61K 0.03%
460
188
$60K 0.03%
747
+2
189
$60K 0.03%
965
+4
190
$58K 0.03%
1,133
+266
191
$58K 0.03%
3,143
+2
192
$57K 0.03%
2,999
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193
$56K 0.03%
919
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194
$56K 0.03%
900
195
$55K 0.03%
1,200
196
$55K 0.03%
692
197
$55K 0.03%
700
198
$55K 0.03%
600
199
$54K 0.02%
1,404
200
$53K 0.02%
802
6 7
8
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