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
51
$910K 0.33%
49,326
+3,438
52
$910K 0.33%
16,957
+82
53
$802K 0.29%
6,551
+109
54
$780K 0.28%
53,200
55
$684K 0.25%
20,531
-1,936
56
$682K 0.25%
7,585
+25
57
$629K 0.23%
23,426
+22,074
58
$622K 0.22%
9,948
+224
59
$551K 0.2%
20,001
+180
60
$534K 0.19%
11,198
+1
61
$506K 0.18%
9,710
-116,224
62
$465K 0.17%
2,677
-123
63
$463K 0.17%
+18,476
64
$452K 0.16%
10,540
-890
65
$449K 0.16%
9,410
+12
66
$431K 0.16%
17,225
+3
67
$430K 0.16%
3,531
+992
68
$429K 0.15%
4,820
-2,040
69
$402K 0.15%
2,207
+35
70
$391K 0.14%
4,432
-255
71
$390K 0.14%
2,834
+2,677
72
$383K 0.14%
3,568
-479
73
$381K 0.14%
2,007
-330
74
$380K 0.14%
1,992
+10
75
$374K 0.14%
32,501
+391
1 2
3
4 5