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
26
$2.5M 0.9%
24,009
+961
27
$2.48M 0.89%
50,892
-11,320
28
$2.32M 0.84%
84,322
-3,364
29
$2.22M 0.8%
16,486
+3,706
30
$2.19M 0.79%
51,063
-658
31
$2.04M 0.74%
31,705
-2,623
32
$1.97M 0.71%
90,038
-1,663
33
$1.95M 0.7%
75,096
-10,104
34
$1.9M 0.69%
80,244
-108
35
$1.88M 0.68%
39,504
-1,040
36
$1.82M 0.66%
38,782
+1,738
37
$1.66M 0.6%
60,632
+807
38
$1.56M 0.56%
9,924
+54
39
$1.52M 0.55%
5,884
-579
40
$1.46M 0.53%
117,170
+12,090
41
$1.36M 0.49%
9,713
-7,013
42
$1.34M 0.48%
6,667
43
$1.15M 0.42%
9,760
-115
44
$1.13M 0.41%
64,528
+3,824
45
$1.07M 0.39%
193,835
46
$991K 0.36%
5,931
47
$988K 0.36%
5,148
-122
48
$950K 0.34%
19,674
-1,418
49
$941K 0.34%
6,949
-3,777
50
$940K 0.34%
2,465
-1,831
1
2
3 4 5