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
301
$27K 0.01%
1,050
+3
302
$27K 0.01%
651
-15
303
$27K 0.01%
246
+1
304
$26K 0.01%
342
305
$26K 0.01%
841
-2,034
306
$26K 0.01%
+1,288
307
$25K 0.01%
661
+12
308
$25K 0.01%
2,401
-2,355
309
$24K 0.01%
236
310
$24K 0.01%
672
-400
311
$24K 0.01%
377
+27
312
$24K 0.01%
1,008
-113
313
$24K 0.01%
1,370
-150
314
$24K 0.01%
520
+3
315
$24K 0.01%
182
316
$23K 0.01%
539
+4
317
$23K 0.01%
100
-14
318
$23K 0.01%
242
+37
319
$22K 0.01%
300
320
$22K 0.01%
120
-15
321
$22K 0.01%
224
+2
322
$21K 0.01%
200
323
$21K 0.01%
+708
324
$21K 0.01%
870
+9
325
$21K 0.01%
284
-119
11 12
13
14 15