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
201
$63K 0.03%
254
+15
202
$62K 0.03%
2,993
-193
203
$62K 0.03%
584
-233
204
$62K 0.03%
1,567
205
$61K 0.03%
966
+13
206
$59K 0.02%
472
+2
207
$59K 0.02%
542
+357
208
$58K 0.02%
893
+4
209
$56K 0.02%
935
210
$56K 0.02%
1,526
-2,204
211
$55K 0.02%
720
212
$54K 0.02%
1,070
+112
213
$54K 0.02%
746
+1
214
$54K 0.02%
1,953
-915
215
$53K 0.02%
215
-37
216
$52K 0.02%
2,778
217
$52K 0.02%
709
+3
218
$51K 0.02%
513
+18
219
$51K 0.02%
526
+3
220
$50K 0.02%
2,593
221
$50K 0.02%
992
+63
222
$50K 0.02%
1,086
+2
223
$49K 0.02%
590
224
$49K 0.02%
1,863
+9
225
$48K 0.02%
2,550
-2,016
7 8
9
10 11