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
1
$10M 6.2%
+86,306
2
$9.76M 6.03%
234,052
+215,796
3
$9.43M 5.82%
+47,543
4
$9.25M 5.71%
+208,660
5
$9.22M 5.69%
+231,959
6
$9.19M 5.68%
+336,190
7
$9.17M 5.66%
+175,924
8
$6.72M 4.15%
+56,874
9
$4.69M 2.9%
+42,790
10
$3.72M 2.3%
39,587
+522
11
$3.37M 2.08%
+30,856
12
$3.12M 1.93%
+109,914
13
$3.08M 1.9%
59,464
-392
14
$2.42M 1.49%
+48,720
15
$2.41M 1.49%
+68,173
16
$1.83M 1.13%
14,937
+516
17
$1.69M 1.04%
63,432
+16,847
18
$1.63M 1.01%
32,668
+2,005
19
$1.36M 0.84%
24,076
+1,472
20
$1.35M 0.84%
44,283
-181
21
$1.25M 0.77%
125,494
22
$1.25M 0.77%
10,129
+6
23
$1.19M 0.74%
6,578
-71
24
$1.05M 0.65%
41,720
-904
25
$1.04M 0.64%
37,388
-4,350
1
2 3 4 5