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
26
$2.16M 0.9%
91,701
-16,412
27
$2.15M 0.89%
85,200
-15,172
28
$2.13M 0.89%
16,726
+622
29
$2.1M 0.87%
23,048
+782
30
$2.04M 0.85%
21,069
+3,097
31
$2.03M 0.84%
51,721
+1,173
32
$1.93M 0.8%
34,328
-949
33
$1.75M 0.73%
37,044
+1,992
34
$1.73M 0.72%
80,352
-1,617
35
$1.64M 0.68%
13,535
+13,241
36
$1.63M 0.68%
59,825
+1,059
37
$1.58M 0.66%
40,544
+4,104
38
$1.49M 0.62%
6,463
-1,169
39
$1.39M 0.58%
9,870
+382
40
$1.38M 0.57%
12,780
+453
41
$1.36M 0.57%
4,296
-240
42
$1.35M 0.56%
10,726
+346
43
$1.35M 0.56%
6,667
44
$1.3M 0.54%
105,080
+2,570
45
$1.07M 0.45%
193,835
46
$992K 0.41%
9,875
+162
47
$965K 0.4%
21,092
+20
48
$914K 0.38%
60,704
-3,192
49
$897K 0.37%
5,270
+997
50
$811K 0.34%
5,931
1
2
3 4 5