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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$140K 0.04%
1,060
-30
177
$137K 0.04%
2,128
-309
178
$136K 0.04%
+1,387
179
$136K 0.04%
3,423
-292
180
$135K 0.04%
1,304
+803
181
$135K 0.04%
4,063
182
$134K 0.04%
637
-62
183
$134K 0.04%
1,136
-72
184
$132K 0.04%
543
+1
185
$132K 0.04%
2,230
+10
186
$132K 0.04%
1,560
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187
$131K 0.04%
3,474
+6
188
$131K 0.04%
2,562
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189
$129K 0.04%
1,163
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190
$129K 0.04%
2,182
191
$128K 0.04%
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192
$128K 0.04%
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194
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1,220
195
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4,053
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196
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2,691
197
$119K 0.04%
2,243
-155
198
$117K 0.04%
1,838
-449
199
$117K 0.04%
5,859
+1,326
200
$117K 0.04%
3,251
+2,093
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8
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