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
$162M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.43M
3
+$9.25M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.22M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$9.19M

Top Sells

1
+$15.7M
2
+$255K
3
+$164K
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$121K
5
ARCC icon
Ares Capital
ARCC
+$105K

Sector Composition

1 Financials 6.05%
2 Energy 4.69%
3 Industrials 4.11%
4 Healthcare 3.93%
5 Communication Services 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$68K 0.04%
950
177
$68K 0.04%
2,878
+18
178
$67K 0.04%
2,003
+18
179
$67K 0.04%
4,856
+75
180
$66K 0.04%
600
181
$66K 0.04%
723
-100
182
$65K 0.04%
585
+3
183
$64K 0.04%
1,283
184
$64K 0.04%
700
-62
185
$64K 0.04%
1,878
-1,249
186
$62K 0.04%
1,804
187
$61K 0.04%
458
+2
188
$60K 0.04%
3,720
+2,220
189
$60K 0.04%
3,135
+2
190
$58K 0.04%
1,887
191
$57K 0.04%
2,219
+13
192
$56K 0.03%
2,400
193
$55K 0.03%
1,870
194
$55K 0.03%
1,052
195
$54K 0.03%
2,568
196
$54K 0.03%
457
+6
197
$54K 0.03%
1,684
+405
198
$53K 0.03%
6,450
-2,000
199
$53K 0.03%
603
200
$53K 0.03%
1,200
6 7
8
9 10