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
451
$7K ﹤0.01%
343
452
$7K ﹤0.01%
295
453
$7K ﹤0.01%
400
454
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455
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456
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229
-72
457
$6K ﹤0.01%
15
+5
458
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41
459
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+1
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36
-24
461
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462
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553
+14
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$6K ﹤0.01%
115
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+2
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174
-48
466
$6K ﹤0.01%
102
467
$6K ﹤0.01%
551
-41
468
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42
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469
$6K ﹤0.01%
+57
470
$6K ﹤0.01%
113
471
$6K ﹤0.01%
131
+2
472
$6K ﹤0.01%
200
473
$6K ﹤0.01%
442
+6
474
$6K ﹤0.01%
850
+50
475
$6K ﹤0.01%
689
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