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
351
$14K 0.01%
387
-283
352
$14K 0.01%
334
353
$14K 0.01%
+1,000
354
$14K 0.01%
600
355
$14K 0.01%
258
+1
356
$14K 0.01%
414
+4
357
$14K 0.01%
912
+12
358
$14K 0.01%
660
+30
359
$14K 0.01%
182
+6
360
$14K 0.01%
237
+137
361
$14K 0.01%
225
362
$13K 0.01%
425
363
$13K 0.01%
72
364
$13K 0.01%
99
365
$13K 0.01%
134
366
$13K 0.01%
463
367
$13K 0.01%
410
+4
368
$13K 0.01%
364
+248
369
$13K 0.01%
985
+6
370
$13K 0.01%
70
-98
371
$13K 0.01%
3,193
+24
372
$13K 0.01%
59
+6
373
$12K 0.01%
120
374
$12K 0.01%
928
-224
375
$12K 0.01%
230
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15
16 17