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
101
$184K 0.08%
3,102
102
$181K 0.08%
1,367
-50
103
$181K 0.08%
3,716
+9
104
$177K 0.07%
5,974
+6
105
$172K 0.07%
904
+407
106
$169K 0.07%
1,922
+119
107
$167K 0.07%
3,933
+114
108
$166K 0.07%
2,270
+1
109
$164K 0.07%
3,418
+490
110
$161K 0.07%
7,860
111
$157K 0.07%
5,089
+549
112
$157K 0.07%
3,200
113
$155K 0.06%
2,634
114
$155K 0.06%
3,254
+1,955
115
$152K 0.06%
1,063
116
$149K 0.06%
1,906
-49
117
$148K 0.06%
3,278
+22
118
$147K 0.06%
1,178
+8
119
$145K 0.06%
3,245
+105
120
$142K 0.06%
1,572
+40
121
$140K 0.06%
2,519
-241
122
$139K 0.06%
479
+263
123
$137K 0.06%
1,841
124
$136K 0.06%
1,268
-579
125
$133K 0.06%
2,171
-900
3 4
5
6 7