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
276
$30K 0.02%
580
277
$30K 0.02%
654
-554
278
$29K 0.02%
1,680
279
$29K 0.02%
1,072
280
$29K 0.02%
+582
281
$29K 0.02%
1,000
282
$29K 0.02%
200
283
$28K 0.02%
218
284
$28K 0.02%
806
-171
285
$28K 0.02%
807
+203
286
$27K 0.02%
23
-15
287
$27K 0.02%
600
-100
288
$27K 0.02%
579
-347
289
$26K 0.02%
627
290
$26K 0.02%
152
291
$26K 0.02%
266
292
$25K 0.02%
1,758
293
$25K 0.02%
477
+122
294
$25K 0.02%
2,279
295
$25K 0.02%
924
296
$25K 0.02%
550
-4
297
$25K 0.02%
990
298
$25K 0.02%
287
-350
299
$24K 0.01%
400
300
$24K 0.01%
+500
10 11
12
13 14