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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$53K 0.02%
+1,000
202
$53K 0.02%
3,614
203
$52K 0.02%
3,620
-1,200
204
$52K 0.02%
495
205
$51K 0.02%
580
206
$51K 0.02%
286
+1
207
$50K 0.02%
1,379
-578
208
$50K 0.02%
3,693
+2,027
209
$49K 0.02%
+1,544
210
$49K 0.02%
+1,750
211
$49K 0.02%
2,568
212
$48K 0.02%
+1,300
213
$47K 0.02%
505
+3
214
$47K 0.02%
441
215
$47K 0.02%
616
+116
216
$47K 0.02%
1,400
217
$46K 0.02%
713
218
$46K 0.02%
888
+7
219
$46K 0.02%
1,909
220
$46K 0.02%
547
221
$46K 0.02%
483
222
$45K 0.02%
90
223
$44K 0.02%
1,824
+8
224
$44K 0.02%
761
225
$44K 0.02%
+200
7 8
9
10 11