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
551
$3K ﹤0.01%
20
552
$3K ﹤0.01%
38
553
$3K ﹤0.01%
23
554
$3K ﹤0.01%
120
555
$3K ﹤0.01%
18
556
$3K ﹤0.01%
533
557
$3K ﹤0.01%
131
558
$3K ﹤0.01%
40
559
$3K ﹤0.01%
234
+5
560
$3K ﹤0.01%
210
-1,692
561
$3K ﹤0.01%
67
562
$3K ﹤0.01%
78
563
$3K ﹤0.01%
196
+2
564
$3K ﹤0.01%
58
-1,842
565
$3K ﹤0.01%
46
+27
566
$3K ﹤0.01%
90
567
$3K ﹤0.01%
100
568
$3K ﹤0.01%
61
569
$3K ﹤0.01%
132
570
$3K ﹤0.01%
247
+2
571
$3K ﹤0.01%
30
572
$2K ﹤0.01%
17
573
$2K ﹤0.01%
+11
574
$2K ﹤0.01%
50
575
$2K ﹤0.01%
61
21 22
23
24 25