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
301
$24K 0.01%
1,047
+252
302
$24K 0.01%
666
-9
303
$24K 0.01%
561
+4
304
$23K 0.01%
236
-192
305
$23K 0.01%
342
+2
306
$23K 0.01%
699
-167
307
$22K 0.01%
700
308
$22K 0.01%
649
+12
309
$21K 0.01%
525
-475
310
$21K 0.01%
717
-9
311
$21K 0.01%
350
312
$21K 0.01%
135
313
$21K 0.01%
161
-23
314
$21K 0.01%
212
315
$21K 0.01%
141
316
$21K 0.01%
128
+16
317
$20K 0.01%
535
+4
318
$20K 0.01%
1,520
+180
319
$20K 0.01%
157
+82
320
$19K 0.01%
300
321
$19K 0.01%
222
-86
322
$19K 0.01%
118
323
$19K 0.01%
517
+2
324
$18K 0.01%
200
325
$18K 0.01%
861
+9
11 12
13
14 15