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
326
$21K 0.01%
118
327
$21K 0.01%
454
-107
328
$21K 0.01%
+327
329
$21K 0.01%
+688
330
$20K 0.01%
374
-837
331
$20K 0.01%
+180
332
$20K 0.01%
180
-32
333
$19K 0.01%
244
+25
334
$19K 0.01%
121
+21
335
$19K 0.01%
468
336
$19K 0.01%
377
+2
337
$19K 0.01%
+150
338
$19K 0.01%
1,045
+249
339
$19K 0.01%
122
340
$19K 0.01%
106
+26
341
$18K 0.01%
928
342
$18K 0.01%
170
-9
343
$18K 0.01%
143
344
$18K 0.01%
316
-21
345
$18K 0.01%
350
346
$18K 0.01%
201
+22
347
$17K 0.01%
1,184
348
$17K 0.01%
1,029
+651
349
$17K 0.01%
470
-1,705
350
$17K 0.01%
232
-5
12 13
14
15 16