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
$360M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$11.9M
3
+$8.95M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.94M
5
XLB icon
Materials Select Sector SPDR Fund
XLB
+$4.82M

Top Sells

1
+$10.5M
2
+$8.83M
3
+$2.46M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.92M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.41M

Sector Composition

1 Technology 5.87%
2 Financials 5.7%
3 Healthcare 3.83%
4 Industrials 2.55%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 8.37%
66,437
+2,902
2
$27.2M 7.54%
506,175
+221,270
3
$26.8M 7.44%
248,488
+110,551
4
$23.8M 6.6%
515,512
+46,584
5
$17.9M 4.96%
49,312
+1,311
6
$14.6M 4.06%
135,094
-13,013
7
$13.5M 3.74%
111,524
+7,098
8
$13M 3.61%
270,405
+3,476
9
$10.9M 3.01%
123,103
+54,707
10
$10.4M 2.89%
272,060
+128,812
11
$10.3M 2.87%
94,359
+1,366
12
$9.06M 2.52%
89,464
+88,369
13
$6.85M 1.9%
63,935
+4,831
14
$5.95M 1.65%
34,053
+768
15
$4.28M 1.19%
13,897
+112
16
$3.77M 1.05%
27,638
-172
17
$3.58M 0.99%
35,419
+2,022
18
$3.27M 0.91%
9,434
+1,194
19
$3.24M 0.9%
19,908
-2,962
20
$3.13M 0.87%
95,457
-1,652
21
$2.92M 0.81%
57,322
-5,289
22
$2.63M 0.73%
32,039
-543
23
$2.55M 0.71%
49,314
-3,150
24
$2.5M 0.69%
19,717
-2,009
25
$2.15M 0.6%
6,095
-73
1
2 3 4 5