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
201
$52K 0.03%
1,499
+7
202
$52K 0.03%
692
203
$51K 0.03%
1,230
204
$51K 0.03%
1,161
-464
205
$51K 0.03%
4,873
-611
206
$50K 0.03%
+520
207
$50K 0.03%
867
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208
$49K 0.03%
1,404
209
$48K 0.03%
1,400
210
$48K 0.03%
495
211
$48K 0.03%
900
212
$47K 0.03%
600
213
$47K 0.03%
458
214
$47K 0.03%
1,908
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215
$47K 0.03%
700
216
$47K 0.03%
1,620
+1,046
217
$47K 0.03%
502
218
$46K 0.03%
400
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219
$45K 0.03%
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220
$45K 0.03%
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221
$44K 0.03%
5,103
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222
$44K 0.03%
761
223
$43K 0.03%
710
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224
$43K 0.03%
662
-400
225
$43K 0.03%
433
-150
7 8
9
10 11