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
$162M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1 +$9.93M
2 +$9.74M
3 +$9.65M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$9.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.57M

Top Sells

1 +$15.7M
2 +$267K
3 +$164K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$123K
5
ARCC icon
Ares Capital
ARCC
+$110K

Sector Composition

1 Financials 6.07%
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
51
$578K 0.36%
11,300
+98
52
$498K 0.31%
11,984
+100
53
$486K 0.3%
4,802
54
$484K 0.3%
4,889
+25
55
$479K 0.3%
5,665
-91
56
$475K 0.29%
3,440
57
$464K 0.29%
45,892
+120
58
$462K 0.29%
11,936
-370
59
$461K 0.28%
38,471
+78
60
$460K 0.28%
7,548
+7,077
61
$459K 0.28%
4,998
+4,614
62
$457K 0.28%
11,692
+11,018
63
$456K 0.28%
8,167
+7,665
64
$448K 0.28%
13,811
+13,014
65
$431K 0.27%
4,728
-150
66
$428K 0.26%
22,133
-3,600
67
$417K 0.26%
6,656
+12
68
$415K 0.26%
6,763
+298
69
$403K 0.25%
4,543
+16
70
$395K 0.24%
8,511
+1,278
71
$375K 0.23%
3,955
+503
72
$374K 0.23%
3,221
-63
73
$373K 0.23%
5,614
-779
74
$369K 0.23%
9,256
75
$362K 0.22%
4,338
+4