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
601
$2K ﹤0.01%
+25
602
$2K ﹤0.01%
62
+1
603
$2K ﹤0.01%
+105
604
$2K ﹤0.01%
11
-204
605
$2K ﹤0.01%
34
-1
606
$2K ﹤0.01%
22
607
$2K ﹤0.01%
67
608
$2K ﹤0.01%
173
+2
609
$2K ﹤0.01%
37
610
$2K ﹤0.01%
22
611
$2K ﹤0.01%
32
612
$2K ﹤0.01%
+100
613
$2K ﹤0.01%
110
614
$2K ﹤0.01%
106
615
$2K ﹤0.01%
49
+3
616
$1K ﹤0.01%
40
617
$1K ﹤0.01%
+52
618
$1K ﹤0.01%
45
619
$1K ﹤0.01%
+57
620
$1K ﹤0.01%
28
621
$1K ﹤0.01%
+15
622
$1K ﹤0.01%
+600
623
$1K ﹤0.01%
50
624
$1K ﹤0.01%
50
625
$1K ﹤0.01%
61
23 24
25
26 27