HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
+$7.58M
2
+$1.53M
3
+$753K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$477K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$344K

Top Sells

1
+$1.89M
2
+$828K
3
+$595K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$468K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$379K

Sector Composition

1 Healthcare 5%
2 Financials 4.25%
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
451
$6K ﹤0.01%
107
452
$6K ﹤0.01%
+218
453
$6K ﹤0.01%
301
454
$5K ﹤0.01%
210
455
$5K ﹤0.01%
125
456
$5K ﹤0.01%
574
+6
457
$5K ﹤0.01%
41
-485
458
$5K ﹤0.01%
124
459
$5K ﹤0.01%
68
+1
460
$5K ﹤0.01%
800
461
$5K ﹤0.01%
689
462
$5K ﹤0.01%
216
+3
463
$5K ﹤0.01%
113
+2
464
$5K ﹤0.01%
378
465
$5K ﹤0.01%
350
466
$5K ﹤0.01%
105
+1
467
$5K ﹤0.01%
+162
468
$5K ﹤0.01%
257
-617
469
$5K ﹤0.01%
111
+1
470
$5K ﹤0.01%
125
471
$5K ﹤0.01%
300
472
$5K ﹤0.01%
131
+1
473
$5K ﹤0.01%
210
474
$5K ﹤0.01%
99
+1
475
$5K ﹤0.01%
227
17 18
19
20 21