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
526
$4K ﹤0.01%
50
527
$4K ﹤0.01%
200
528
$4K ﹤0.01%
143
529
$4K ﹤0.01%
140
530
$4K ﹤0.01%
300
531
$4K ﹤0.01%
40
532
$4K ﹤0.01%
185
+1
533
$4K ﹤0.01%
60
534
$4K ﹤0.01%
400
-400
535
$4K ﹤0.01%
400
536
$3K ﹤0.01%
12
537
$3K ﹤0.01%
74
538
$3K ﹤0.01%
110
+1
539
$3K ﹤0.01%
205
540
$3K ﹤0.01%
150
541
$3K ﹤0.01%
+200
542
$3K ﹤0.01%
148
543
$3K ﹤0.01%
154
544
$3K ﹤0.01%
226
+13
545
$3K ﹤0.01%
50
546
$3K ﹤0.01%
182
547
$3K ﹤0.01%
236
548
$3K ﹤0.01%
300
-450
549
$3K ﹤0.01%
145
550
$3K ﹤0.01%
60
20 21
22
23 24