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
$241M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$1.61M
3
+$800K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$505K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$315K

Top Sells

1
+$1.65M
2
+$828K
3
+$603K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$465K
5
SJB icon
ProShares Short High Yield
SJB
+$386K

Sector Composition

1 Healthcare 5%
2 Financials 4.23%
3 Technology 3.56%
4 Energy 3.01%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K 0.02%
4,756
227
$47K 0.02%
750
228
$47K 0.02%
1,121
229
$46K 0.02%
1,069
+3
230
$46K 0.02%
742
-2
231
$46K 0.02%
322
+4
232
$46K 0.02%
3,604
+20
233
$45K 0.02%
619
+2
234
$44K 0.02%
256
235
$44K 0.02%
1,323
+299
236
$44K 0.02%
644
+4
237
$44K 0.02%
+3,000
238
$44K 0.02%
895
239
$43K 0.02%
2,224
-473
240
$43K 0.02%
771
+8
241
$43K 0.02%
632
242
$43K 0.02%
308
+2
243
$43K 0.02%
836
+369
244
$42K 0.02%
603
+1
245
$41K 0.02%
+3,264
246
$41K 0.02%
895
+4
247
$40K 0.02%
602
+2
248
$40K 0.02%
761
249
$40K 0.02%
158
250
$40K 0.02%
362
+1
8 9
10
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