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
76
$367K 0.13%
5,367
-749
77
$365K 0.13%
1,925
+6
78
$350K 0.13%
4,437
+16
79
$347K 0.13%
3,108
+115
80
$344K 0.12%
24,292
81
$344K 0.12%
1,146
-32
82
$341K 0.12%
7,136
+209
83
$337K 0.12%
6,290
-2,402
84
$337K 0.12%
6,770
-290
85
$330K 0.12%
2,775
-1,703
86
$297K 0.11%
3,536
-660
87
$293K 0.11%
4,526
+441
88
$289K 0.1%
6,737
+72
89
$272K 0.1%
8,830
+9
90
$263K 0.09%
4,588
+872
91
$262K 0.09%
2,287
+4
92
$250K 0.09%
5,002
-274
93
$248K 0.09%
1,917
-73
94
$239K 0.09%
2,954
-715
95
$231K 0.08%
1,889
+12
96
$227K 0.08%
2,146
-3
97
$219K 0.08%
8,354
-3,488
98
$218K 0.08%
1,507
-178
99
$217K 0.08%
1,752
-125
100
$217K 0.08%
1,369
-45
2 3
4
5 6