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
601
– –
-14
602
– –
-600
603
– –
-500
604
– –
-200
605
$0 ﹤0.01%
23
606
$0 ﹤0.01%
6
607
– –
-11
608
$0 ﹤0.01%
8
609
– –
-626
610
– –
-1,135
611
– –
-372
612
$0 ﹤0.01%
8
613
– –
-50
614
– –
-247
615
– –
0
616
– –
0
617
– –
-100
618
$0 ﹤0.01%
10
619
– –
-6,271
620
– –
0
621
– –
-392
622
$0 ﹤0.01%
1
623
$0 ﹤0.01%
18
624
$0 ﹤0.01%
16
625
– –
0
22 23 24
25
26