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
126
$132K 0.05%
3,160
+54
127
$132K 0.05%
6,965
128
$132K 0.05%
2,022
+988
129
$131K 0.05%
591
130
$125K 0.05%
3,764
+467
131
$124K 0.05%
5,723
132
$123K 0.05%
2,360
-1,080
133
$122K 0.05%
1,334
+2
134
$121K 0.05%
1,758
+85
135
$116K 0.05%
1,795
-272
136
$115K 0.05%
1,900
+6
137
$114K 0.05%
873
+2
138
$112K 0.05%
1,732
139
$110K 0.05%
1,332
-130
140
$107K 0.04%
6,900
141
$107K 0.04%
2,877
-1,009
142
$104K 0.04%
1,225
+5
143
$103K 0.04%
2,000
144
$102K 0.04%
1,818
145
$102K 0.04%
691
146
$101K 0.04%
885
147
$100K 0.04%
2,153
+10
148
$99K 0.04%
2,223
149
$98K 0.04%
2,409
-1,788
150
$98K 0.04%
1,916
4 5
6
7 8