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
551
$2K ﹤0.01%
50
552
$2K ﹤0.01%
109
553
$2K ﹤0.01%
148
554
$2K ﹤0.01%
200
555
$2K ﹤0.01%
180
+80
556
$2K ﹤0.01%
200
+50
557
$2K ﹤0.01%
154
558
$2K ﹤0.01%
71
559
$2K ﹤0.01%
213
560
$2K ﹤0.01%
236
-64
561
$2K ﹤0.01%
40
562
$2K ﹤0.01%
60
563
$2K ﹤0.01%
100
564
$2K ﹤0.01%
20
565
$2K ﹤0.01%
38
566
$2K ﹤0.01%
103
567
$2K ﹤0.01%
318
+2
568
$2K ﹤0.01%
102
569
$2K ﹤0.01%
+44
570
$2K ﹤0.01%
139
571
$2K ﹤0.01%
18
572
$2K ﹤0.01%
131
573
$2K ﹤0.01%
25
574
$2K ﹤0.01%
229
+7
575
$2K ﹤0.01%
57
21 22
23
24 25