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
526
$3K ﹤0.01%
179
527
$3K ﹤0.01%
120
528
$3K ﹤0.01%
533
529
$3K ﹤0.01%
40
530
$3K ﹤0.01%
200
531
$3K ﹤0.01%
41
532
$3K ﹤0.01%
140
533
$3K ﹤0.01%
300
534
$3K ﹤0.01%
40
535
$3K ﹤0.01%
184
-70
536
$3K ﹤0.01%
194
+2
537
$3K ﹤0.01%
36
538
$3K ﹤0.01%
23
539
$3K ﹤0.01%
61
+1
540
$3K ﹤0.01%
206
-14
541
$3K ﹤0.01%
245
+123
542
$3K ﹤0.01%
182
543
$2K ﹤0.01%
+100
544
$2K ﹤0.01%
67
+1
545
$2K ﹤0.01%
800
546
$2K ﹤0.01%
22
547
$2K ﹤0.01%
17
548
$2K ﹤0.01%
12
-240
549
$2K ﹤0.01%
26
550
$2K ﹤0.01%
+10
20 21
22
23 24