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
701
– –
-438
702
– –
-100
703
– –
0
704
– –
-113
705
– –
-6
706
$0 ﹤0.01%
7
-1
707
– –
-221
708
– –
-297
709
$0 ﹤0.01%
92
710
$0 ﹤0.01%
90
711
– –
-118
712
$0 ﹤0.01%
33
713
$0 ﹤0.01%
+6
714
– –
-432
715
– –
-600
716
$0 ﹤0.01%
8
-4
717
– –
-263
718
– –
-21
719
– –
-716
720
– –
-75
721
$0 ﹤0.01%
50
722
– –
-116
723
– –
-120
724
– –
-300
725
– –
-489
27 28
29
30 31