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
$299M
AUM Growth
-$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
837
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$2.83M
3
+$2.17M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.16M
5
VT icon
Vanguard Total World Stock ETF
VT
+$340K

Top Sells

1
+$11.9M
2
+$8.42M
3
+$5.96M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$785K
5
IYT icon
iShares US Transportation ETF
IYT
+$510K

Sector Composition

1 Financials 6.79%
2 Technology 5.49%
3 Healthcare 4.63%
4 Industrials 2.63%
5 Consumer Staples 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.4M 8.5%
67,092
+655
2
$23.1M 7.73%
511,110
+4,935
3
$23M 7.68%
248,653
+165
4
$22.6M 7.56%
543,400
+27,888
5
$13.6M 4.55%
48,607
-705
6
$12.4M 4.13%
135,681
+587
7
$11.2M 3.76%
275,514
+5,109
8
$8.72M 2.92%
277,416
+5,356
9
$8.56M 2.86%
+206,754
10
$7.97M 2.67%
93,452
+3,988
11
$6.58M 2.2%
64,721
+786
12
$4.49M 1.5%
32,832
-1,221
13
$4.08M 1.36%
38,319
-56,040
14
$3.49M 1.17%
13,593
-304
15
$3.35M 1.12%
104,599
+9,142
16
$3.2M 1.07%
38,201
+2,782
17
$3.04M 1.02%
26,991
-647
18
$3.04M 1.01%
33,300
+1,261
19
$2.96M 0.99%
58,319
+997
20
$2.93M 0.98%
9,523
+89
21
$2.83M 0.95%
+41,711
22
$2.8M 0.94%
19,351
-557
23
$2.67M 0.89%
50,858
+1,544
24
$2.17M 0.73%
+22,615
25
$2.1M 0.7%
13,211
+1,215
1
2 3 4 5