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
$177M
AUM Growth
-$6.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1 +$2.29M
2 +$1.31M
3 +$853K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$852K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$844K

Sector Composition

1 Financials 5.97%
2 Healthcare 5.1%
3 Industrials 4.47%
4 Energy 4.01%
5 Technology 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$62K 0.04%
1,500
202
$61K 0.03%
845
+10
203
$60K 0.03%
750
204
$60K 0.03%
4,539
+14
205
$60K 0.03%
5,994
+15
206
$59K 0.03%
1,121
+407
207
$58K 0.03%
1,899
+508
208
$57K 0.03%
773
209
$57K 0.03%
1,892
+12
210
$57K 0.03%
1,262
+901
211
$57K 0.03%
+800
212
$56K 0.03%
572
-144
213
$55K 0.03%
761
214
$54K 0.03%
675
215
$54K 0.03%
720
216
$53K 0.03%
3,072
+15
217
$52K 0.03%
454
-25
218
$52K 0.03%
245
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219
$52K 0.03%
624
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220
$51K 0.03%
855
-1,769
221
$50K 0.03%
600
222
$50K 0.03%
2,796
-243
223
$50K 0.03%
1,256
224
$50K 0.03%
930
+6
225
$49K 0.03%
256