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

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
401
$9K ﹤0.01%
60
+15
402
$9K ﹤0.01%
2,443
+48
403
$9K ﹤0.01%
761
404
$9K ﹤0.01%
272
+1
405
$9K ﹤0.01%
65
406
$9K ﹤0.01%
482
+7
407
$9K ﹤0.01%
192
+2
408
$9K ﹤0.01%
61
409
$9K ﹤0.01%
600
410
$9K ﹤0.01%
790
411
$9K ﹤0.01%
592
412
$9K ﹤0.01%
990
413
$9K ﹤0.01%
212
+104
414
$8K ﹤0.01%
450
415
$8K ﹤0.01%
216
416
$8K ﹤0.01%
466
417
$8K ﹤0.01%
306
418
$8K ﹤0.01%
3,500
419
$8K ﹤0.01%
750
420
$8K ﹤0.01%
86
421
$8K ﹤0.01%
224
+2
422
$8K ﹤0.01%
539
423
$8K ﹤0.01%
186
-59
424
$8K ﹤0.01%
181
+1
425
$8K ﹤0.01%
2,400