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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$76K 0.04%
1,920
177
$74K 0.04%
2,365
178
$74K 0.04%
684
+5
179
$73K 0.04%
1,461
180
$73K 0.04%
600
181
$72K 0.04%
1,658
-237
182
$71K 0.04%
1,200
183
$71K 0.04%
2,153
+20
184
$71K 0.04%
907
+4
185
$71K 0.04%
1,014
-1,102
186
$71K 0.04%
971
187
$69K 0.04%
91
188
$69K 0.04%
1,404
189
$67K 0.04%
2,450
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190
$67K 0.04%
1,680
191
$67K 0.04%
958
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$67K 0.04%
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193
$66K 0.04%
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194
$66K 0.04%
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195
$65K 0.04%
1,027
196
$64K 0.04%
1,800
197
$64K 0.04%
796
198
$62K 0.04%
495
199
$62K 0.04%
462
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200
$62K 0.04%
487
+4