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
$319M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
871
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.56M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.4M

Top Sells

1
+$3.37M
2
+$1.93M
3
+$1.79M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.4M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.26M

Sector Composition

1 Technology 5.75%
2 Financials 5.4%
3 Healthcare 4.37%
4 Industrials 3.09%
5 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$117K 0.04%
1,760
+1,039
202
$117K 0.04%
2,218
+5
203
$117K 0.04%
366
+20
204
$116K 0.04%
1,329
205
$116K 0.04%
1,472
206
$116K 0.04%
2,500
+10
207
$116K 0.04%
6,200
+1,000
208
$115K 0.04%
1,916
209
$115K 0.04%
7,988
+144
210
$114K 0.04%
307
211
$113K 0.04%
3,588
+14
212
$113K 0.04%
1,165
-184
213
$113K 0.04%
574
+7
214
$113K 0.04%
838
215
$113K 0.04%
2,323
-667
216
$109K 0.03%
1,284
+75
217
$109K 0.03%
1,272
+2
218
$108K 0.03%
143
+4
219
$108K 0.03%
4,680
+180
220
$108K 0.03%
475
221
$107K 0.03%
495
222
$106K 0.03%
852
+102
223
$105K 0.03%
959
+6
224
$104K 0.03%
1,503
+6
225
$102K 0.03%
423
7 8
9
10 11