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
376
$12K 0.01%
1,161
+373
377
$12K 0.01%
129
+56
378
$12K 0.01%
900
+300
379
$12K 0.01%
393
+143
380
$11K ﹤0.01%
788
381
$11K ﹤0.01%
29
382
$11K ﹤0.01%
44
+26
383
$11K ﹤0.01%
243
-270
384
$11K ﹤0.01%
212
385
$11K ﹤0.01%
387
386
$11K ﹤0.01%
240
-3
387
$11K ﹤0.01%
248
-177
388
$11K ﹤0.01%
87
-146
389
$11K ﹤0.01%
187
390
$11K ﹤0.01%
518
391
$10K ﹤0.01%
384
-50
392
$10K ﹤0.01%
734
393
$10K ﹤0.01%
298
394
$10K ﹤0.01%
400
395
$10K ﹤0.01%
105
+2
396
$10K ﹤0.01%
304
397
$10K ﹤0.01%
80
398
$9K ﹤0.01%
210
+2
399
$9K ﹤0.01%
80
400
$9K ﹤0.01%
184
-5
14 15
16
17 18