HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
+$9.93M
2
+$9.74M
3
+$9.65M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.57M

Top Sells

1
+$15.7M
2
+$267K
3
+$164K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$123K
5
ARCC icon
Ares Capital
ARCC
+$110K

Sector Composition

1 Financials 6.07%
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
251
$36K 0.02%
1,375
-150
252
$35K 0.02%
874
253
$35K 0.02%
675
254
$35K 0.02%
1,777
255
$33K 0.02%
1,016
+6
256
$33K 0.02%
519
257
$33K 0.02%
200
258
$33K 0.02%
1,101
+22
259
$32K 0.02%
1,160
260
$32K 0.02%
558
261
$32K 0.02%
300
-140
262
$32K 0.02%
90
-75
263
$32K 0.02%
600
-1,500
264
$32K 0.02%
1,544
265
$31K 0.02%
+350
266
$31K 0.02%
833
267
$31K 0.02%
756
+3
268
$31K 0.02%
900
269
$31K 0.02%
605
-150
270
$31K 0.02%
3,244
271
$30K 0.02%
667
272
$30K 0.02%
680
273
$30K 0.02%
125
-175
274
$30K 0.02%
6
275
$30K 0.02%
300
-140
9 10
11
12 13