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
76
$307K 0.13%
1,178
+20
77
$307K 0.13%
2,539
-101
78
$305K 0.13%
4,421
+16
79
$302K 0.13%
2,172
+254
80
$284K 0.12%
2,993
-497
81
$281K 0.12%
11,842
-2,070
82
$280K 0.12%
6,927
-298
83
$254K 0.11%
7,060
-1,524
84
$252K 0.1%
16,813
-110,355
85
$252K 0.1%
8,821
+21
86
$246K 0.1%
6,665
+1,386
87
$243K 0.1%
3,669
+14
88
$242K 0.1%
2,283
+4
89
$239K 0.1%
4,085
+1,260
90
$234K 0.1%
1,934
+1,596
91
$233K 0.1%
1,990
+1,438
92
$233K 0.1%
5,276
+670
93
$220K 0.09%
+1,685
94
$216K 0.09%
1,877
+12
95
$212K 0.09%
1,877
+2
96
$211K 0.09%
5,597
-498
97
$210K 0.09%
6,852
-570
98
$208K 0.09%
2,327
+12
99
$201K 0.08%
2,149
+10
100
$185K 0.08%
1,414
-60
2 3
4
5 6