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
26
$974K 0.6%
9,139
-64
27
$951K 0.59%
73,006
+1,174
28
$942K 0.58%
57,620
-1,331
29
$880K 0.54%
7,883
30
$867K 0.54%
7,264
+287
31
$818K 0.51%
29,172
+2,789
32
$796K 0.49%
8,940
33
$765K 0.47%
13,858
-4,620
34
$755K 0.47%
3,830
+3,613
35
$746K 0.46%
6,186
+5,453
36
$745K 0.46%
26,262
+24,893
37
$744K 0.46%
18,732
+17,799
38
$703K 0.43%
41,253
-479
39
$681K 0.42%
8,137
-193
40
$652K 0.4%
6,012
41
$634K 0.39%
14,859
-172
42
$628K 0.39%
13,994
+6,430
43
$622K 0.38%
17,860
+1,969
44
$618K 0.38%
8,782
+1,022
45
$601K 0.37%
7,898
-900
46
$599K 0.37%
8,015
+25
47
$599K 0.37%
21,251
-375
48
$594K 0.37%
6,380
+101
49
$587K 0.36%
8,496
50
$584K 0.36%
9,688
+10
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