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
426
$9K ﹤0.01%
75
427
$9K ﹤0.01%
+150
428
$9K ﹤0.01%
100
-125
429
$8K ﹤0.01%
1,021
-25
430
$8K ﹤0.01%
175
-9
431
$8K ﹤0.01%
264
-453
432
$8K ﹤0.01%
466
433
$8K ﹤0.01%
3,500
434
$8K ﹤0.01%
119
435
$8K ﹤0.01%
100
436
$8K ﹤0.01%
60
437
$8K ﹤0.01%
+70
438
$8K ﹤0.01%
68
439
$8K ﹤0.01%
108
+1
440
$7K ﹤0.01%
75
441
$7K ﹤0.01%
171
-189
442
$7K ﹤0.01%
286
443
$7K ﹤0.01%
262
-5
444
$7K ﹤0.01%
300
445
$7K ﹤0.01%
257
446
$7K ﹤0.01%
2,250
+25
447
$7K ﹤0.01%
196
-252
448
$7K ﹤0.01%
421
+103
449
$7K ﹤0.01%
500
-100
450
$7K ﹤0.01%
+101
16 17
18
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