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
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%
378
458
$5K ﹤0.01%
350
459
$5K ﹤0.01%
105
+1
460
$5K ﹤0.01%
41
-485
461
$5K ﹤0.01%
124
462
$5K ﹤0.01%
+162
463
$5K ﹤0.01%
257
-617
464
$5K ﹤0.01%
111
+1
465
$5K ﹤0.01%
125
466
$5K ﹤0.01%
300
467
$5K ﹤0.01%
131
+1
468
$5K ﹤0.01%
210
469
$5K ﹤0.01%
99
+1
470
$5K ﹤0.01%
227
471
$5K ﹤0.01%
38
472
$5K ﹤0.01%
185
473
$5K ﹤0.01%
343
474
$5K ﹤0.01%
113
475
$5K ﹤0.01%
187
-738
17 18
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