HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
476
$5K ﹤0.01%
200
477
$5K ﹤0.01%
220
478
$5K ﹤0.01%
68
+1
479
$5K ﹤0.01%
800
480
$5K ﹤0.01%
689
481
$5K ﹤0.01%
216
+3
482
$5K ﹤0.01%
113
+2
483
$4K ﹤0.01%
77
484
$4K ﹤0.01%
92
+1
485
$4K ﹤0.01%
63
486
$4K ﹤0.01%
76
+2
487
$4K ﹤0.01%
37
488
$4K ﹤0.01%
30
489
$4K ﹤0.01%
250
490
$4K ﹤0.01%
109
491
$4K ﹤0.01%
154
-3
492
$4K ﹤0.01%
92
+2
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$4K ﹤0.01%
+104
494
$4K ﹤0.01%
300
495
$4K ﹤0.01%
300
496
$4K ﹤0.01%
115
497
$4K ﹤0.01%
+361
498
$4K ﹤0.01%
160
+2
499
$4K ﹤0.01%
+223
500
$4K ﹤0.01%
318
+3
18 19
20
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