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
426
$8K ﹤0.01%
102
427
$7K ﹤0.01%
1,046
428
$7K ﹤0.01%
267
-2
429
$7K ﹤0.01%
300
430
$7K ﹤0.01%
222
+2
431
$7K ﹤0.01%
202
+2
432
$7K ﹤0.01%
60
433
$7K ﹤0.01%
400
434
$7K ﹤0.01%
129
+2
435
$7K ﹤0.01%
17
+1
436
$7K ﹤0.01%
160
437
$7K ﹤0.01%
690
+33
438
$6K ﹤0.01%
75
439
$6K ﹤0.01%
380
-228
440
$6K ﹤0.01%
286
+2
441
$6K ﹤0.01%
2,225
+22
442
$6K ﹤0.01%
119
443
$6K ﹤0.01%
65
-164
444
$6K ﹤0.01%
+100
445
$6K ﹤0.01%
102
+1
446
$6K ﹤0.01%
75
447
$6K ﹤0.01%
295
448
$6K ﹤0.01%
136
449
$6K ﹤0.01%
321
450
$6K ﹤0.01%
436
+7
16 17
18
19 20