HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$2.42M
3
+$2.12M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$2.02M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.02M

Top Sells

1
+$2.63M
2
+$1.33M
3
+$1.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$821K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$717K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$216K 0.03%
+2,199
177
$212K 0.03%
3,628
-1,704
178
$210K 0.03%
1,418
+1
179
$207K 0.03%
3,164
+15
180
$202K 0.03%
3,443
+40
181
$201K 0.03%
495
+4
182
$194K 0.03%
24,292
+148
183
$123K 0.02%
16,215
-125
184
– –
-2,100
185
– –
-20,538
186
– –
-750
4 5 6 7
8