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
301
$24K 0.01%
422
+187
302
$24K 0.01%
828
303
$24K 0.01%
188
+1
304
$23K 0.01%
896
305
$23K 0.01%
167
306
$23K 0.01%
500
307
$22K 0.01%
592
-32
308
$22K 0.01%
1,610
+27
309
$22K 0.01%
+319
310
$22K 0.01%
707
311
$21K 0.01%
545
+8
312
$21K 0.01%
1,646
+25
313
$21K 0.01%
808
314
$21K 0.01%
476
-250
315
$21K 0.01%
485
316
$21K 0.01%
216
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$20K 0.01%
648
318
$20K 0.01%
418
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319
$20K 0.01%
600
320
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$20K 0.01%
500
322
$19K 0.01%
842
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323
$19K 0.01%
930
324
$19K 0.01%
142
325
$19K 0.01%
118
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