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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$78K 0.04%
1,119
+12
177
$78K 0.04%
1,010
-296
178
$78K 0.04%
600
179
$77K 0.04%
1,913
+1,686
180
$77K 0.04%
975
+101
181
$77K 0.04%
7,521
+21
182
$77K 0.04%
3,378
+15
183
$76K 0.04%
266
184
$76K 0.04%
15,905
185
$75K 0.04%
848
-694
186
$75K 0.04%
1,043
+4
187
$75K 0.04%
1,563
-825
188
$75K 0.04%
4,611
+3
189
$74K 0.03%
900
190
$71K 0.03%
1,244
+7
191
$71K 0.03%
1,477
+8
192
$71K 0.03%
2,697
193
$70K 0.03%
+2,860
194
$70K 0.03%
977
+2
195
$69K 0.03%
1,400
196
$68K 0.03%
2,640
-445
197
$68K 0.03%
6,544
-92,950
198
$67K 0.03%
934
199
$67K 0.03%
9,427
200
$67K 0.03%
1,334
+141
6 7
8
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