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%
3
657
– –
0
658
– –
-300
659
$0 ﹤0.01%
4
660
$0 ﹤0.01%
27
+1
661
– –
0
662
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663
$0 ﹤0.01%
9
664
$0 ﹤0.01%
300
665
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666
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-380
667
$0 ﹤0.01%
200
668
$0 ﹤0.01%
20
669
$0 ﹤0.01%
25
670
– –
-233
671
$0 ﹤0.01%
11
672
– –
-700
673
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-71
674
– –
-37
675
– –
-243
25 26
27
28 29