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
451
$5K ﹤0.01%
100
+13
452
$5K ﹤0.01%
+149
453
$5K ﹤0.01%
20
454
$5K ﹤0.01%
145
-320
455
$5K ﹤0.01%
124
+1
456
$5K ﹤0.01%
224
457
$5K ﹤0.01%
9
458
$5K ﹤0.01%
+200
459
$5K ﹤0.01%
58
460
$5K ﹤0.01%
215
461
$5K ﹤0.01%
200
462
$4K ﹤0.01%
113
+1
463
$4K ﹤0.01%
524
464
$4K ﹤0.01%
96
465
$4K ﹤0.01%
500
466
$4K ﹤0.01%
+74
467
$4K ﹤0.01%
100
+25
468
$4K ﹤0.01%
300
469
$4K ﹤0.01%
450
470
$4K ﹤0.01%
+300
471
$4K ﹤0.01%
114
+40
472
$4K ﹤0.01%
+200
473
$4K ﹤0.01%
115
474
$4K ﹤0.01%
159
475
$4K ﹤0.01%
105
-113
17 18
19
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