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
476
$6K ﹤0.01%
220
+4
477
$6K ﹤0.01%
321
478
$5K ﹤0.01%
77
479
$5K ﹤0.01%
125
480
$5K ﹤0.01%
581
+7
481
$5K ﹤0.01%
94
+2
482
$5K ﹤0.01%
106
+1
483
$5K ﹤0.01%
480
+280
484
$5K ﹤0.01%
30
485
$5K ﹤0.01%
109
486
$5K ﹤0.01%
+92
487
$5K ﹤0.01%
300
488
$5K ﹤0.01%
125
489
$5K ﹤0.01%
+32
490
$5K ﹤0.01%
300
491
$5K ﹤0.01%
361
492
$5K ﹤0.01%
211
+1
493
$5K ﹤0.01%
106
494
$5K ﹤0.01%
125
495
$5K ﹤0.01%
99
496
$5K ﹤0.01%
+173
497
$5K ﹤0.01%
227
498
$5K ﹤0.01%
36
-2
499
$5K ﹤0.01%
26
+10
500
$5K ﹤0.01%
220
18 19
20
21 22