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
$277M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$6.72M
3
+$6.29M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.2M

Top Sells

1
+$6.67M
2
+$6.06M
3
+$980K
4
BA icon
Boeing
BA
+$698K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$551K

Sector Composition

1 Financials 4.37%
2 Healthcare 4.17%
3 Technology 3.95%
4 Energy 3.2%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57K 0.02%
347
+275
227
$57K 0.02%
364
+265
228
$57K 0.02%
526
229
$56K 0.02%
158
230
$55K 0.02%
1,840
+1,630
231
$55K 0.02%
622
+3
232
$54K 0.02%
1,121
233
$53K 0.02%
323
+1
234
$51K 0.02%
220
-130
235
$51K 0.02%
750
236
$50K 0.02%
628
+25
237
$50K 0.02%
308
238
$50K 0.02%
3,264
239
$50K 0.02%
787
+45
240
$49K 0.02%
1,520
-27
241
$48K 0.02%
1,072
+3
242
$48K 0.02%
956
+2
243
$48K 0.02%
646
+2
244
$48K 0.02%
320
+79
245
$48K 0.02%
632
246
$48K 0.02%
+687
247
$47K 0.02%
590
248
$47K 0.02%
771
249
$46K 0.02%
2,778
250
$46K 0.02%
904
+9
8 9
10
11 12