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
626
$1K ﹤0.01%
32
627
$1K ﹤0.01%
105
628
$1K ﹤0.01%
645
+33
629
$1K ﹤0.01%
110
630
$1K ﹤0.01%
46
631
– –
-57
632
$0 ﹤0.01%
3
633
– –
0
634
$0 ﹤0.01%
4
635
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26
636
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637
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9
638
– –
-833
639
$0 ﹤0.01%
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640
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641
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$0 ﹤0.01%
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645
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646
$0 ﹤0.01%
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647
– –
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649
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40
650
$0 ﹤0.01%
37
-31
24 25
26
27 28