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
326
$18K 0.01%
+179
327
$18K 0.01%
441
+9
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%
122
335
$16K 0.01%
152
-48
336
$15K 0.01%
360
+284
337
$15K 0.01%
100
338
$15K 0.01%
233
-140
339
$15K 0.01%
250
340
$15K 0.01%
468
341
$15K 0.01%
448
+3
342
$15K 0.01%
4,640
343
$15K 0.01%
245
-11
344
$15K 0.01%
+350
345
$15K 0.01%
796
346
$15K 0.01%
179
-1
347
$14K 0.01%
219
348
$14K 0.01%
1,184
349
$14K 0.01%
960
350
$14K 0.01%
700
-875
12 13
14
15 16