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
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62K 0.03%
+625
202
$62K 0.03%
15,905
+3,000
203
$62K 0.03%
1,871
-2,855
204
$61K 0.03%
750
205
$61K 0.03%
495
206
$60K 0.03%
1,916
207
$59K 0.03%
1,229
+122
208
$58K 0.03%
720
209
$58K 0.03%
4,544
-17
210
$58K 0.03%
969
+38
211
$58K 0.03%
2,851
+2,751
212
$56K 0.03%
629
+4
213
$55K 0.03%
999
+173
214
$53K 0.03%
508
-2
215
$53K 0.03%
+5,459
216
$53K 0.03%
2,778
+210
217
$52K 0.03%
1,084
218
$52K 0.03%
3,300
219
$51K 0.03%
322
+13
220
$51K 0.03%
649
-3
221
$50K 0.03%
678
-1
222
$50K 0.03%
498
-1
223
$50K 0.03%
458
-61,965
224
$50K 0.03%
950
+200
225
$50K 0.03%
1,800
7 8
9
10 11