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
501
$5K ﹤0.01%
116
+3
502
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503
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36
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36
505
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506
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507
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112
+1
508
$4K ﹤0.01%
300
509
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510
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511
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45
+19
512
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30
513
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114
+57
514
$4K ﹤0.01%
63
515
$4K ﹤0.01%
78
+2
516
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27
517
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518
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520
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521
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+99
522
$4K ﹤0.01%
179
523
$4K ﹤0.01%
200
524
$4K ﹤0.01%
210
-13
525
$4K ﹤0.01%
41
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