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
$217M
AUM Growth
+$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$8.88M
3
+$4.84M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.46M

Top Sells

1
+$10.7M
2
+$972K
3
+$745K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$744K
5
D icon
Dominion Energy
D
+$538K

Sector Composition

1 Financials 4.58%
2 Healthcare 3.55%
3 Energy 3.35%
4 Industrials 3.18%
5 Technology 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 6.86%
+140,323
2
$14.5M 6.68%
253,952
+78,028
3
$14.3M 6.62%
300,540
+91,880
4
$14.3M 6.61%
494,730
+158,540
5
$14.3M 6.59%
69,118
+21,575
6
$13.7M 6.3%
341,555
+107,503
7
$13.6M 6.28%
359,597
+127,638
8
$10.2M 4.72%
85,634
+28,760
9
$9.6M 4.43%
82,847
+76,661
10
$7.19M 3.31%
65,122
+22,332
11
$5.1M 2.35%
46,275
+15,419
12
$4.8M 2.21%
166,430
+56,516
13
$3.69M 1.7%
76,182
+27,462
14
$3.64M 1.68%
106,003
+37,830
15
$3.17M 1.46%
34,290
-5,297
16
$3.16M 1.46%
57,648
-1,816
17
$2.18M 1.01%
18,006
+3,069
18
$1.95M 0.9%
77,018
+13,586
19
$1.92M 0.89%
41,064
+8,396
20
$1.84M 0.85%
22,315
+20,907
21
$1.78M 0.82%
32,932
+8,856
22
$1.69M 0.78%
49,999
+5,716
23
$1.44M 0.66%
48,654
+19,482
24
$1.35M 0.62%
12,021
+4,757
25
$1.27M 0.59%
10,135
+6
1
2 3 4 5