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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$77K 0.04%
1,822
+42
177
$77K 0.04%
698
+5
178
$75K 0.04%
2,148
+228
179
$75K 0.04%
7,500
+38
180
$74K 0.04%
990
181
$74K 0.04%
1,400
182
$73K 0.04%
3,418
+518
183
$72K 0.04%
+900
184
$72K 0.04%
1,107
-18
185
$71K 0.04%
1,661
186
$70K 0.04%
675
187
$70K 0.04%
975
+2
188
$69K 0.04%
1,039
+1
189
$68K 0.04%
266
190
$67K 0.03%
874
+9
191
$67K 0.03%
3,363
+263
192
$66K 0.03%
1,680
193
$66K 0.03%
2,697
-99
194
$65K 0.03%
9,427
+918
195
$65K 0.03%
819
+307
196
$64K 0.03%
1,193
+11
197
$64K 0.03%
+4,608
198
$64K 0.03%
2,300
199
$63K 0.03%
934
+4
200
$63K 0.03%
600
6 7
8
9 10