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
551
$2K ﹤0.01%
180
+80
552
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200
+50
553
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154
554
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71
555
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213
556
$2K ﹤0.01%
236
-64
557
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40
558
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60
559
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560
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561
$2K ﹤0.01%
38
562
$2K ﹤0.01%
103
563
$2K ﹤0.01%
318
+2
564
$2K ﹤0.01%
102
565
$2K ﹤0.01%
+44
566
$2K ﹤0.01%
139
567
$2K ﹤0.01%
18
568
$2K ﹤0.01%
131
569
$2K ﹤0.01%
25
570
$2K ﹤0.01%
229
+7
571
$2K ﹤0.01%
57
572
$2K ﹤0.01%
37
573
$2K ﹤0.01%
200
574
$2K ﹤0.01%
61
+1
575
$2K ﹤0.01%
78
21 22
23
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