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
$274M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$479K
3
+$296K
4
SLV icon
iShares Silver Trust
SLV
+$275K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$259K

Top Sells

1
+$8.63M
2
+$8.39M
3
+$1.16M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.04M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$640K

Sector Composition

1 Technology 5.45%
2 Financials 4.21%
3 Healthcare 3.96%
4 Communication Services 2.54%
5 Industrials 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 6.86%
60,689
+654
2
$17.5M 6.39%
442,401
+6,538
3
$16.7M 6.08%
972,016
+12,788
4
$13.8M 5.04%
124,688
+96
5
$11.4M 4.17%
46,203
+559
6
$10.5M 3.84%
78,196
+1,556
7
$10.2M 3.73%
62,342
-1,084
8
$10.1M 3.67%
259,386
+2,577
9
$10M 3.65%
281,585
-242,685
10
$9.58M 3.5%
122,049
+1,689
11
$9.32M 3.4%
136,502
-122,885
12
$7.48M 2.73%
64,795
+941
13
$7.4M 2.7%
60,717
+1,001
14
$7.04M 2.57%
150,925
+3,224
15
$5.05M 1.84%
42,728
+773
16
$3.68M 1.34%
40,340
+1,676
17
$3.33M 1.21%
60,393
-1,920
18
$3.13M 1.14%
101,019
-1,709
19
$2.8M 1.02%
60,034
-2,591
20
$2.44M 0.89%
199,350
-52,302
21
$2.44M 0.89%
11,988
+297
22
$2.34M 0.85%
24,870
+97
23
$2.31M 0.84%
51,691
-2,303
24
$2.23M 0.81%
91,465
-19,435
25
$2.15M 0.78%
24,060
-798
1
2 3 4 5