HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
351
$14K 0.01%
182
+6
352
$14K 0.01%
474
+274
353
$14K 0.01%
225
354
$14K 0.01%
219
355
$14K 0.01%
1,184
356
$14K 0.01%
960
357
$14K 0.01%
700
-875
358
$14K 0.01%
387
-283
359
$14K 0.01%
334
360
$14K 0.01%
+1,000
361
$14K 0.01%
600
362
$13K 0.01%
425
363
$13K 0.01%
72
364
$13K 0.01%
99
365
$13K 0.01%
985
+6
366
$13K 0.01%
134
367
$13K 0.01%
463
368
$13K 0.01%
410
+4
369
$13K 0.01%
364
+248
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
13 14
15
16 17