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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$53K 0.02%
887
+177
202
$52K 0.02%
1,375
203
$51K 0.02%
497
204
$51K 0.02%
2,372
-4,675
205
$51K 0.02%
1,230
206
$51K 0.02%
600
207
$50K 0.02%
502
208
$49K 0.02%
520
209
$49K 0.02%
900
210
$49K 0.02%
1,656
-214
211
$49K 0.02%
2,412
212
$48K 0.02%
720
-4,400
213
$48K 0.02%
1,808
+8
214
$47K 0.02%
874
+7
215
$47K 0.02%
1,183
-100
216
$47K 0.02%
1,908
217
$47K 0.02%
761
218
$47K 0.02%
1,161
219
$45K 0.02%
1,497
220
$45K 0.02%
565
221
$44K 0.02%
2,000
222
$43K 0.02%
284
-3
223
$43K 0.02%
1,388
224
$43K 0.02%
582
+5
225
$42K 0.02%
877
-6,467
7 8
9
10 11