HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
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
+$7.08M
2
+$6.71M
3
+$6.21M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$5.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.22M

Top Sells

1
+$6.54M
2
+$5.97M
3
+$939K
4
BA icon
Boeing
BA
+$705K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$547K

Sector Composition

1 Financials 4.39%
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
401
$11K ﹤0.01%
106
+1
402
$11K ﹤0.01%
+233
403
$11K ﹤0.01%
192
404
$11K ﹤0.01%
304
405
$11K ﹤0.01%
+70
406
$11K ﹤0.01%
18
+1
407
$10K ﹤0.01%
990
408
$10K ﹤0.01%
160
+159
409
$10K ﹤0.01%
+100
410
$10K ﹤0.01%
489
+7
411
$10K ﹤0.01%
600
412
$10K ﹤0.01%
179
+135
413
$10K ﹤0.01%
400
414
$10K ﹤0.01%
761
415
$10K ﹤0.01%
2,474
+31
416
$10K ﹤0.01%
+100
417
$10K ﹤0.01%
550
+200
418
$9K ﹤0.01%
100
-125
419
$9K ﹤0.01%
+150
420
$9K ﹤0.01%
75
421
$9K ﹤0.01%
55
-10
422
$9K ﹤0.01%
+327
423
$9K ﹤0.01%
182
+1
424
$9K ﹤0.01%
273
+1
425
$9K ﹤0.01%
387
15 16
17
18 19