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
576
$2K ﹤0.01%
+35
577
$2K ﹤0.01%
16
578
$2K ﹤0.01%
90
579
$2K ﹤0.01%
133
580
$2K ﹤0.01%
67
+1
581
$2K ﹤0.01%
800
582
$2K ﹤0.01%
22
583
$2K ﹤0.01%
132
584
$2K ﹤0.01%
930
585
$2K ﹤0.01%
106
+1
586
$2K ﹤0.01%
+30
587
$2K ﹤0.01%
+100
588
$1K ﹤0.01%
+61
589
$1K ﹤0.01%
300
590
$1K ﹤0.01%
27
591
$1K ﹤0.01%
17
592
$1K ﹤0.01%
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593
$1K ﹤0.01%
61
594
$1K ﹤0.01%
7
595
$1K ﹤0.01%
53
596
$1K ﹤0.01%
45
597
$1K ﹤0.01%
45
598
$1K ﹤0.01%
28
599
$1K ﹤0.01%
+25
600
$1K ﹤0.01%
38
22 23
24
25 26