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
126
$158K 0.06%
1,102
-76
127
$157K 0.06%
+1,735
128
$156K 0.06%
1,203
+318
129
$156K 0.06%
1,405
+137
130
$154K 0.06%
1,841
131
$148K 0.05%
1,585
+13
132
$145K 0.05%
2,173
+2
133
$142K 0.05%
886
-18
134
$142K 0.05%
3,084
-76
135
$140K 0.05%
1,639
+1,632
136
$140K 0.05%
1,732
137
$138K 0.05%
2,360
138
$133K 0.05%
1,337
+3
139
$133K 0.05%
5,723
140
$129K 0.05%
691
141
$127K 0.05%
421
-58
142
$124K 0.04%
1,530
+528
143
$124K 0.04%
1,662
-133
144
$123K 0.04%
1,585
-173
145
$118K 0.04%
6,900
146
$117K 0.04%
2,000
147
$114K 0.04%
3,149
+66
148
$113K 0.04%
1,916
149
$111K 0.04%
703
+5
150
$111K 0.04%
580
+78
4 5
6
7 8