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
$162M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.43M
3
+$9.25M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.22M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.19M

Top Sells

1
+$15.7M
2
+$255K
3
+$164K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$121K
5
ARCC icon
Ares Capital
ARCC
+$105K

Sector Composition

1 Financials 6.05%
2 Energy 4.69%
3 Industrials 4.11%
4 Healthcare 3.93%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.03%
864
227
$43K 0.03%
2,000
228
$42K 0.03%
2,412
229
$42K 0.03%
1,497
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230
$42K 0.03%
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231
$42K 0.03%
1,800
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232
$42K 0.03%
802
233
$42K 0.03%
565
234
$41K 0.03%
287
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235
$40K 0.02%
700
236
$39K 0.02%
1,000
237
$39K 0.02%
392
238
$39K 0.02%
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239
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240
$39K 0.02%
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241
$39K 0.02%
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242
$38K 0.02%
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243
$38K 0.02%
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244
$37K 0.02%
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246
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247
$37K 0.02%
74
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248
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249
$36K 0.02%
347
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250
$36K 0.02%
487
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10
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