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
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
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216
+3
482
$5K ﹤0.01%
113
+2
483
$4K ﹤0.01%
77
484
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+1
485
$4K ﹤0.01%
63
486
$4K ﹤0.01%
76
+2
487
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37
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30
489
$4K ﹤0.01%
250
490
$4K ﹤0.01%
109
491
$4K ﹤0.01%
154
-3
492
$4K ﹤0.01%
92
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$4K ﹤0.01%
+104
494
$4K ﹤0.01%
300
495
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300
496
$4K ﹤0.01%
101
497
$4K ﹤0.01%
115
498
$4K ﹤0.01%
+361
499
$4K ﹤0.01%
160
+2
500
$4K ﹤0.01%
+223
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