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
676
$0 ﹤0.01%
53
+1
677
$0 ﹤0.01%
+5
678
$0 ﹤0.01%
27
-1,375
679
– –
-47
680
$0 ﹤0.01%
62
-8
681
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-306
682
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683
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684
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-100
685
– –
-86
686
$0 ﹤0.01%
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+2
687
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688
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-3,000
689
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690
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692
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693
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-1,000
694
$0 ﹤0.01%
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696
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12
697
– –
0
698
$0 ﹤0.01%
6
699
$0 ﹤0.01%
8
700
$0 ﹤0.01%
25
26 27
28
29 30