HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
+$7.58M
2
+$1.53M
3
+$753K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$477K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$344K

Top Sells

1
+$1.89M
2
+$828K
3
+$595K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$468K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$379K

Sector Composition

1 Healthcare 5%
2 Financials 4.25%
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
326
$18K 0.01%
861
+9
327
$18K 0.01%
+179
328
$17K 0.01%
205
329
$17K 0.01%
337
+1
330
$17K 0.01%
182
331
$16K 0.01%
375
332
$16K 0.01%
143
-300
333
$16K 0.01%
286
+2
334
$16K 0.01%
732
335
$16K 0.01%
152
-48
336
$15K 0.01%
796
337
$15K 0.01%
179
-1
338
$15K 0.01%
+350
339
$15K 0.01%
245
-11
340
$15K 0.01%
4,640
341
$15K 0.01%
448
+3
342
$15K 0.01%
468
343
$15K 0.01%
250
344
$15K 0.01%
233
-140
345
$15K 0.01%
100
346
$15K 0.01%
360
+284
347
$14K 0.01%
225
348
$14K 0.01%
474
+274
349
$14K 0.01%
182
+6
350
$14K 0.01%
660
+30
12 13
14
15 16