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
276
$36K 0.01%
90
277
$36K 0.01%
853
278
$35K 0.01%
662
279
$35K 0.01%
256
280
$34K 0.01%
1,508
281
$34K 0.01%
400
-20
282
$34K 0.01%
+100
283
$34K 0.01%
568
+5
284
$34K 0.01%
834
285
$34K 0.01%
324
286
$32K 0.01%
189
-3
287
$32K 0.01%
1,561
288
$32K 0.01%
750
-240
289
$32K 0.01%
390
+24
290
$32K 0.01%
373
291
$31K 0.01%
106
292
$30K 0.01%
686
293
$30K 0.01%
1,113
+13
294
$29K 0.01%
4,063
295
$29K 0.01%
+538
296
$29K 0.01%
194
+33
297
$29K 0.01%
700
298
$29K 0.01%
934
299
$28K 0.01%
172
-10
300
$28K 0.01%
139
+11
10 11
12
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