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
251
$39K 0.02%
2,200
252
$39K 0.02%
23
253
$39K 0.02%
841
-283
254
$39K 0.02%
508
-276
255
$37K 0.02%
2,430
+3
256
$37K 0.02%
868
257
$36K 0.02%
670
258
$36K 0.02%
990
+2
259
$36K 0.02%
700
+6
260
$35K 0.01%
853
+1
261
$35K 0.01%
2,708
262
$35K 0.01%
652
+83
263
$35K 0.01%
+1,352
264
$35K 0.01%
1,507
+45
265
$34K 0.01%
1,402
+10
266
$34K 0.01%
392
267
$34K 0.01%
662
268
$34K 0.01%
304
269
$34K 0.01%
420
-249
270
$33K 0.01%
114
271
$33K 0.01%
730
+54
272
$33K 0.01%
3,420
-1,260
273
$33K 0.01%
1,800
274
$32K 0.01%
1,072
275
$32K 0.01%
90
9 10
11
12 13