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
651
$1K ﹤0.01%
72
-134
652
$1K ﹤0.01%
105
653
$1K ﹤0.01%
667
+22
654
$1K ﹤0.01%
40
655
$1K ﹤0.01%
+21
656
$0 ﹤0.01%
200
657
– –
-103
658
– –
0
659
– –
0
660
$0 ﹤0.01%
8
661
– –
-14
662
– –
-94
663
– –
-912
664
– –
-248
665
– –
-61
666
$0 ﹤0.01%
40
-40
667
– –
0
668
– –
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669
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670
– –
-160
671
$0 ﹤0.01%
3
672
– –
0
673
– –
-300
674
$0 ﹤0.01%
4
675
$0 ﹤0.01%
27
+1
25 26
27
28 29