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
101
$216K 0.08%
5,354
-243
102
$215K 0.08%
4,036
+103
103
$213K 0.08%
2,340
+13
104
$208K 0.08%
762
+171
105
$206K 0.07%
2,750
+231
106
$206K 0.07%
5,443
+1,679
107
$205K 0.07%
3,486
+68
108
$201K 0.07%
1,207
-160
109
$199K 0.07%
6,144
-708
110
$198K 0.07%
3,102
111
$197K 0.07%
5,981
+7
112
$195K 0.07%
1,583
-351
113
$195K 0.07%
3,734
+480
114
$194K 0.07%
1,872
+540
115
$191K 0.07%
1,839
-83
116
$188K 0.07%
11,363
-5,450
117
$184K 0.07%
5,091
+2
118
$181K 0.07%
1,063
119
$180K 0.07%
2,634
120
$179K 0.06%
3,200
121
$176K 0.06%
7,860
122
$174K 0.06%
3,251
+6
123
$174K 0.06%
2,272
+2
124
$159K 0.06%
3,302
+24
125
$158K 0.06%
2,202
+610
3 4
5
6 7