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
251
$46K 0.02%
624
-1,398
252
$46K 0.02%
2,984
-620
253
$46K 0.02%
895
254
$46K 0.02%
670
255
$45K 0.02%
2,224
256
$45K 0.02%
364
+2
257
$45K 0.02%
3,336
+628
258
$44K 0.02%
1,800
259
$43K 0.02%
+755
260
$43K 0.02%
868
261
$43K 0.02%
604
+2
262
$41K 0.01%
761
263
$41K 0.01%
799
-42
264
$41K 0.01%
2,229
+2,204
265
$41K 0.01%
2,300
+100
266
$40K 0.01%
23
267
$39K 0.01%
304
268
$39K 0.01%
1,507
269
$39K 0.01%
707
+7
270
$38K 0.01%
484
-24
271
$38K 0.01%
3,420
272
$38K 0.01%
1,312
-551
273
$38K 0.01%
734
+4
274
$37K 0.01%
377
-15
275
$37K 0.01%
87
+43
9 10
11
12 13