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
$162M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$9.43M
3 +$9.25M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.22M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.19M

Top Sells

1 +$15.7M
2 +$255K
3 +$164K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$121K
5
ARCC icon
Ares Capital
ARCC
+$105K

Sector Composition

1 Financials 6.05%
2 Energy 4.69%
3 Industrials 4.11%
4 Healthcare 3.93%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9K 0.01%
240
402
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200
403
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$8K ﹤0.01%
211
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24
406
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261
-916
407
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969
+6
408
$8K ﹤0.01%
190
409
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110
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411
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103
-21
412
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281
-508
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61
414
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21
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400
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100
417
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+802
418
$8K ﹤0.01%
667
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300
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399
421
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150
422
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423
$7K ﹤0.01%
+152
424
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106
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425
$7K ﹤0.01%
1,396