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
51
$800K 0.33%
+53,200
52
$788K 0.33%
16,875
-303
53
$739K 0.31%
22,467
+695
54
$726K 0.3%
45,888
+1,014
55
$711K 0.3%
6,442
+1,168
56
$651K 0.27%
7,560
-356
57
$570K 0.24%
11,197
-79
58
$565K 0.23%
9,724
+195
59
$508K 0.21%
6,860
+3,960
60
$505K 0.21%
+4,478
61
$483K 0.2%
19,821
-466
62
$447K 0.19%
2,337
+13
63
$445K 0.18%
11,430
-777
64
$443K 0.18%
2,800
+1
65
$438K 0.18%
17,222
+2
66
$433K 0.18%
4,047
+502
67
$420K 0.17%
8,692
-2,994
68
$401K 0.17%
9,398
+10
69
$364K 0.15%
6,116
-531
70
$350K 0.15%
24,292
-193
71
$350K 0.15%
4,196
+291
72
$336K 0.14%
1,919
+125
73
$334K 0.14%
32,110
+390
74
$318K 0.13%
1,982
+10
75
$314K 0.13%
4,687
+1,063
1 2
3
4 5