HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
426
$9K ﹤0.01%
75
427
$9K ﹤0.01%
+150
428
$9K ﹤0.01%
100
-125
429
$8K ﹤0.01%
+70
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%
68
438
$8K ﹤0.01%
108
+1
439
$8K ﹤0.01%
1,021
-25
440
$7K ﹤0.01%
196
-252
441
$7K ﹤0.01%
500
-100
442
$7K ﹤0.01%
75
443
$7K ﹤0.01%
171
-189
444
$7K ﹤0.01%
286
445
$7K ﹤0.01%
262
-5
446
$7K ﹤0.01%
300
447
$7K ﹤0.01%
257
448
$7K ﹤0.01%
2,250
+25
449
$7K ﹤0.01%
421
+103
450
$7K ﹤0.01%
+101
16 17
18
19 20