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
$219M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$912K
3
+$733K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$606K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$590K

Top Sells

1
+$3.57M
2
+$554K
3
+$275K
4
IBM icon
IBM
IBM
+$116K
5
GE icon
GE Aerospace
GE
+$116K

Sector Composition

1 Financials 4.72%
2 Healthcare 3.22%
3 Industrials 3.1%
4 Energy 2.96%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 7.4%
154,489
+6,977
2
$15.9M 7.25%
269,730
+5,554
3
$15.9M 7.24%
76,573
+4,403
4
$15.8M 7.2%
525,695
+11,130
5
$15.4M 7.03%
377,070
+14,826
6
$15.3M 7%
334,871
+23,937
7
$14.6M 6.66%
368,237
-13,972
8
$10.7M 4.87%
92,634
+4,763
9
$10.6M 4.82%
91,198
+5,096
10
$8.13M 3.71%
75,156
+1,473
11
$5.37M 2.45%
193,700
+7,132
12
$5.34M 2.44%
49,081
+2,648
13
$3.22M 1.47%
57,275
-1,137
14
$2.83M 1.29%
34,012
-3,309
15
$1.89M 0.86%
14,850
-909
16
$1.75M 0.8%
37,552
+436
17
$1.49M 0.68%
55,682
+994
18
$1.47M 0.67%
27,022
-1,312
19
$1.41M 0.64%
44,892
+4,440
20
$1.38M 0.63%
46,883
-3,443
21
$1.28M 0.58%
40,284
+201
22
$1.27M 0.58%
10,148
+6
23
$1.27M 0.58%
10,215
+1,462
24
$1.24M 0.57%
18,039
+2,590
25
$1.22M 0.56%
18,112
+2,519
1
2 3 4 5