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
526
$2K ﹤0.01%
19
527
$2K ﹤0.01%
960
-56
528
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27
529
$2K ﹤0.01%
54
530
$2K ﹤0.01%
+63
531
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+64
532
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+2
533
$2K ﹤0.01%
200
-700
534
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200
-100
535
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229
536
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29
537
$2K ﹤0.01%
380
538
$2K ﹤0.01%
35
539
$2K ﹤0.01%
110
540
$2K ﹤0.01%
+175
541
$2K ﹤0.01%
98
-140
542
$2K ﹤0.01%
+194
543
$2K ﹤0.01%
62
544
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+76
545
$2K ﹤0.01%
35
546
$2K ﹤0.01%
50
-1,000
547
$2K ﹤0.01%
+150
548
$2K ﹤0.01%
20
549
$1K ﹤0.01%
300
550
$1K ﹤0.01%
166
20 21
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23 24