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
601
$1K ﹤0.01%
22
602
$1K ﹤0.01%
41
603
$1K ﹤0.01%
45
+1
604
$1K ﹤0.01%
171
+4
605
$1K ﹤0.01%
100
606
$1K ﹤0.01%
37
607
$1K ﹤0.01%
32
608
$1K ﹤0.01%
105
609
$1K ﹤0.01%
645
+33
610
$1K ﹤0.01%
110
611
$1K ﹤0.01%
46
612
$1K ﹤0.01%
+61
613
$1K ﹤0.01%
300
614
$1K ﹤0.01%
27
615
$1K ﹤0.01%
17
616
$1K ﹤0.01%
57
617
$1K ﹤0.01%
61
618
$1K ﹤0.01%
7
619
$1K ﹤0.01%
53
620
$1K ﹤0.01%
45
621
$1K ﹤0.01%
45
622
$1K ﹤0.01%
33
623
$1K ﹤0.01%
62
624
$1K ﹤0.01%
180
625
$1K ﹤0.01%
+27
23 24
25
26 27