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
151
$111K 0.04%
1,211
+12
152
$111K 0.04%
1,175
-50
153
$109K 0.04%
2,163
+10
154
$109K 0.04%
717
155
$108K 0.04%
4,002
+33
156
$107K 0.04%
1,680
157
$107K 0.04%
1,896
-50
158
$107K 0.04%
2,228
+8
159
$107K 0.04%
612
+12
160
$106K 0.04%
4,282
+45
161
$106K 0.04%
2,046
162
$106K 0.04%
2,223
163
$105K 0.04%
2,627
-250
164
$105K 0.04%
1,818
165
$104K 0.04%
2,922
+21
166
$104K 0.04%
5,895
-21
167
$101K 0.04%
7,178
+100
168
$98K 0.04%
1,200
169
$98K 0.04%
1,571
170
$98K 0.04%
630
-243
171
$98K 0.04%
2,691
172
$97K 0.04%
4,490
-2,475
173
$97K 0.04%
536
+2
174
$95K 0.03%
1,254
+868
175
$93K 0.03%
9,342
-85
5 6
7
8 9