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
$536M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$16.1M
3
+$13.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$4.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.66M

Top Sells

1
+$1M
2
+$444K
3
+$234K
4
MTB icon
M&T Bank
MTB
+$217K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$215K

Sector Composition

1 Financials 5.45%
2 Technology 4.55%
3 Healthcare 2.5%
4 Industrials 1.71%
5 Energy 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.3M 12.73%
124,803
+3,932
2
$35.3M 6.59%
441,856
+58,282
3
$31.4M 5.86%
537,389
+14,047
4
$29.4M 5.48%
275,397
+6,291
5
$27.9M 5.21%
1,077,174
+10,305
6
$24.1M 4.49%
549,740
-10,149
7
$20.3M 3.79%
42,395
+36,016
8
$20.2M 3.77%
208,105
+1,021
9
$18.5M 3.45%
373,886
-1,734
10
$18.2M 3.39%
92,280
+81,441
11
$17.3M 3.22%
135,418
+1,351
12
$16.1M 3.01%
296,301
+10,389
13
$13.6M 2.54%
+269,793
14
$11.1M 2.07%
288,971
+1,199
15
$10.1M 1.89%
24,881
+1,171
16
$9.71M 1.81%
103,724
+1,770
17
$9.04M 1.69%
84,868
+17,735
18
$7.24M 1.35%
34,357
-82
19
$6.58M 1.23%
13,156
+2,278
20
$5.61M 1.05%
12,555
-24
21
$5.44M 1.01%
45,814
+669
22
$5.14M 0.96%
53,171
+1,897
23
$4.69M 0.87%
+111,161
24
$4.59M 0.86%
22,713
+23
25
$3.94M 0.73%
48,221
+235
1
2 3 4 5