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
$251M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
755
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.98M
3
+$3.64M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$2.4M
5
SJB icon
ProShares Short High Yield
SJB
+$1.98M

Top Sells

1
+$3.77M
2
+$2.22M
3
+$1.97M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$1.67M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$1.4M

Sector Composition

1 Financials 4.5%
2 Healthcare 3.91%
3 Technology 3.42%
4 Energy 3.17%
5 Industrials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.8M 6.7%
201,797
-4,707
2
$16.6M 6.61%
426,165
-845
3
$15.9M 6.32%
58,141
+81
4
$14.3M 5.68%
338,097
+10,083
5
$12.5M 4.99%
122,419
+606
6
$8.53M 3.4%
74,494
+2,261
7
$8.44M 3.36%
196,742
+5,034
8
$7.96M 3.17%
+72,108
9
$7.48M 2.98%
91,891
+1,206
10
$6.99M 2.78%
120,276
+1,406
11
$6.95M 2.76%
136,246
-3,797
12
$5.52M 2.2%
32,150
+4,148
13
$4.44M 1.77%
41,759
+1,035
14
$4.23M 1.68%
86,649
+49,083
15
$3.98M 1.58%
+145,024
16
$3.97M 1.58%
360,918
+111,738
17
$3.64M 1.45%
+39,796
18
$3.19M 1.27%
38,620
-230
19
$2.96M 1.18%
114,522
+3,977
20
$2.76M 1.1%
80,082
+49
21
$2.62M 1.04%
52,344
+1,966
22
$2.61M 1.04%
51,901
-492
23
$2.55M 1.02%
58,881
+41,675
24
$2.38M 0.95%
41,150
+620
25
$2.32M 0.92%
95,235
+3,910
1
2 3 4 5