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
1
$24.2M 7.59%
60,902
-2,938
2
$22.4M 7.01%
429,989
-37,000
3
$18.8M 5.89%
1,147,876
+126,001
4
$14.8M 4.65%
46,524
-291
5
$14.1M 4.41%
153,344
+22,926
6
$13.8M 4.33%
265,680
-26,975
7
$13.7M 4.28%
125,923
-16,499
8
$13.5M 4.22%
119,332
+21,944
9
$12.7M 3.96%
97,298
+11,979
10
$12.3M 3.84%
249,464
-25,727
11
$10.2M 3.19%
87,913
+12,024
12
$6.36M 1.99%
55,835
+9,042
13
$4.96M 1.55%
40,587
+598
14
$4.18M 1.31%
27,482
-5,462
15
$3.64M 1.14%
115,749
+10,605
16
$3.5M 1.1%
60,269
+1,892
17
$3.02M 0.95%
187,356
-20,310
18
$2.86M 0.9%
31,274
+104
19
$2.85M 0.89%
12,085
+311
20
$2.59M 0.81%
81,572
-9,496
21
$2.57M 0.8%
49,692
-1,641
22
$2.54M 0.8%
34,572
+11,491
23
$2.4M 0.75%
83,402
+2,388
24
$2.3M 0.72%
21,957
+1,293
25
$2.29M 0.72%
6,931
+1,064
1
2 3 4 5