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
$251M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.98M
3
+$3.64M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.4M
5
SJB icon
ProShares Short High Yield
SJB
+$1.98M

Top Sells

1
+$3.77M
2
+$2.22M
3
+$1.97M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.67M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.4M

Sector Composition

1 Financials 4.5%
2 Healthcare 3.91%
3 Technology 3.42%
4 Energy 3.17%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$0 ﹤0.01%
7
-1
677
– –
-221
678
– –
-297
679
$0 ﹤0.01%
92
680
$0 ﹤0.01%
90
681
– –
-118
682
– –
0
683
– –
-292
684
$0 ﹤0.01%
6
685
$0 ﹤0.01%
+8
686
$0 ﹤0.01%
25
687
$0 ﹤0.01%
33
688
$0 ﹤0.01%
+6
689
– –
-432
690
– –
-600
691
$0 ﹤0.01%
8
-4
692
– –
-21
693
– –
-716
694
– –
-75
695
$0 ﹤0.01%
50
696
– –
-116
697
– –
-120
698
– –
-300
699
– –
-12
700
$0 ﹤0.01%
41
26 27
28
29 30