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
176
$91K 0.03%
1,973
-436
177
$91K 0.03%
2,005
+49
178
$90K 0.03%
2,259
+1
179
$90K 0.03%
689
+105
180
$89K 0.03%
6,748
-739
181
$89K 0.03%
1,041
+21
182
$89K 0.03%
779
+1
183
$89K 0.03%
1,407
-239
184
$88K 0.03%
1,098
+606
185
$87K 0.03%
2,999
-180
186
$87K 0.03%
7,221
187
$85K 0.03%
4,266
+3
188
$83K 0.03%
1,764
-24
189
$83K 0.03%
629
+477
190
$82K 0.03%
1,246
+52
191
$80K 0.03%
738
-94
192
$79K 0.03%
1,278
193
$78K 0.03%
8,981
-3,229
194
$78K 0.03%
1,567
195
$78K 0.03%
6,326
196
$75K 0.03%
4,855
+2,425
197
$75K 0.03%
280
+5
198
$74K 0.03%
264
+10
199
$73K 0.03%
3,800
-116
200
$72K 0.03%
856
+110
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