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
$214M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.26M
3
+$1.84M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.35M

Top Sells

1
+$966K
2
+$798K
3
+$567K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$554K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$536K

Sector Composition

1 Financials 5.35%
2 Industrials 4.7%
3 Healthcare 4.43%
4 Energy 3.82%
5 Technology 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67K 0.03%
1,661
202
$67K 0.03%
+2,525
203
$66K 0.03%
941
-414
204
$65K 0.03%
4,255
+837
205
$64K 0.03%
750
206
$64K 0.03%
2,300
207
$62K 0.03%
350
208
$61K 0.03%
1,680
209
$61K 0.03%
951
-18
210
$60K 0.03%
1,669
-247
211
$60K 0.03%
990
212
$59K 0.03%
1,196
+167
213
$58K 0.03%
720
214
$57K 0.03%
1,717
-154
215
$57K 0.03%
632
+3
216
$57K 0.03%
1,230
+1
217
$56K 0.03%
495
218
$55K 0.03%
+1,200
219
$55K 0.03%
2,768
+18
220
$55K 0.03%
+2,020
221
$55K 0.03%
2,916
-2,252
222
$54K 0.03%
950
+73
223
$54K 0.03%
1,142
+88
224
$54K 0.03%
454
225
$53K 0.02%
508
7 8
9
10 11