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
151
$97K 0.04%
1,946
-88
152
$97K 0.04%
1,646
-135
153
$96K 0.04%
3,969
-133
154
$96K 0.04%
1,571
-1
155
$96K 0.04%
1,199
+12
156
$95K 0.04%
12,210
-421
157
$95K 0.04%
2,220
+8
158
$94K 0.04%
7,487
159
$94K 0.04%
1,592
160
$93K 0.04%
717
161
$92K 0.04%
698
+79
162
$92K 0.04%
2,901
+4
163
$91K 0.04%
2,691
164
$91K 0.04%
1,956
+1,746
165
$90K 0.04%
1,200
166
$89K 0.04%
600
-23
167
$88K 0.04%
7,078
+101
168
$87K 0.04%
5,916
169
$87K 0.04%
1,920
170
$85K 0.04%
4,237
+328
171
$85K 0.04%
3,083
+2,280
172
$84K 0.03%
1,680
173
$82K 0.03%
2,046
+425
174
$81K 0.03%
502
+9
175
$81K 0.03%
534
+116
5 6
7
8 9