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
$293M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$9.12M
3
+$1.02M
4
NEE icon
NextEra Energy
NEE
+$904K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$671K

Top Sells

1
+$7.96M
2
+$7.36M
3
+$1.13M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.1M

Sector Composition

1 Financials 6.68%
2 Healthcare 4.6%
3 Technology 4.56%
4 Industrials 2.5%
5 Energy 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-201
177
– –
-500
178
– –
-1,126
179
– –
-8
180
– –
-500
181
– –
-303
182
– –
-1,461
183
– –
-950
184
– –
-1,969
185
– –
-10
186
– –
-179
187
– –
-1,293
188
– –
-628
189
– –
-4,360
190
– –
-180
191
– –
-300
192
– –
-854
193
– –
-6,162
194
– –
-5,057
195
– –
-2,586
196
– –
-12,768
197
– –
-108
198
– –
-4,164
199
– –
-280
200
– –
-2,732
6 7
8
9 10