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
176
$80K 0.03%
7,221
177
$79K 0.03%
871
+5
178
$79K 0.03%
1,002
+186
179
$79K 0.03%
1,211
+96
180
$79K 0.03%
3,916
+950
181
$78K 0.03%
1,020
182
$77K 0.03%
2,258
-12
183
$77K 0.03%
2,875
-3,351
184
$76K 0.03%
832
-196
185
$75K 0.03%
2,175
-705
186
$75K 0.03%
3,179
+222
187
$74K 0.03%
9,427
188
$74K 0.03%
1,788
-12
189
$74K 0.03%
778
190
$73K 0.03%
6,326
-7,764
191
$72K 0.03%
1,278
+2
192
$70K 0.03%
728
+5
193
$68K 0.03%
1,194
-1,670
194
$67K 0.03%
1,547
+145
195
$66K 0.03%
275
-22
196
$65K 0.03%
4,263
+3
197
$65K 0.03%
350
+300
198
$65K 0.03%
1,239
+2
199
$63K 0.03%
712
+3
200
$63K 0.03%
692
6 7
8
9 10