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
501
$3K ﹤0.01%
99
502
$3K ﹤0.01%
3
503
$3K ﹤0.01%
51
-950
504
$3K ﹤0.01%
+200
505
$3K ﹤0.01%
21
506
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60
507
$3K ﹤0.01%
+49
508
$3K ﹤0.01%
+30
509
$3K ﹤0.01%
72
+24
510
$3K ﹤0.01%
35
-6
511
$3K ﹤0.01%
250
512
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104
513
$3K ﹤0.01%
223
514
$3K ﹤0.01%
54
+1
515
$3K ﹤0.01%
1,300
516
$3K ﹤0.01%
73
-2
517
$3K ﹤0.01%
200
-14
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$2K ﹤0.01%
35
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519
$2K ﹤0.01%
32
520
$2K ﹤0.01%
63
-75
521
$2K ﹤0.01%
36
522
$2K ﹤0.01%
34
523
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24
524
$2K ﹤0.01%
+79
525
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0
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