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
201
$72K 0.03%
1,440
-480
202
$72K 0.03%
644
-84
203
$72K 0.03%
855
+146
204
$70K 0.03%
714
+2
205
$68K 0.02%
966
206
$68K 0.02%
1,241
+2
207
$66K 0.02%
+1,109
208
$66K 0.02%
1,095
+443
209
$65K 0.02%
806
-65
210
$65K 0.02%
692
211
$63K 0.02%
2,933
-60
212
$63K 0.02%
1,529
+3
213
$63K 0.02%
1,074
+4
214
$63K 0.02%
872
-21
215
$63K 0.02%
513
216
$61K 0.02%
720
217
$61K 0.02%
1,134
+48
218
$61K 0.02%
936
+1
219
$61K 0.02%
1,042
+50
220
$61K 0.02%
2,593
221
$61K 0.02%
+1,933
222
$60K 0.02%
1,930
-23
223
$59K 0.02%
1,326
+3
224
$58K 0.02%
937
+101
225
$58K 0.02%
2,685
+135
7 8
9
10 11