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
$120M
AUM Growth
+$2.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$916K
3
+$552K
4
NQP icon
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
+$283K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$135K

Top Sells

1
+$261K
2
+$231K
3
+$226K
4
GLD icon
SPDR Gold Trust
GLD
+$216K
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$150K

Sector Composition

1 Financials 7.94%
2 Energy 6.43%
3 Industrials 5.44%
4 Healthcare 5.26%
5 Utilities 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$635K 0.53%
33,124
+2,156
27
$635K 0.53%
8,698
+650
28
$592K 0.49%
9,743
-16
29
$582K 0.48%
15,061
+96
30
$576K 0.48%
11,081
+118
31
$569K 0.47%
7,988
+25
32
$568K 0.47%
6,052
-142
33
$553K 0.46%
9,389
+2,270
34
$546K 0.45%
26,235
+2,070
35
$527K 0.44%
6,308
+6
36
$522K 0.43%
7,760
37
$513K 0.43%
38,318
-9,861
38
$503K 0.42%
15,500
-1,100
39
$478K 0.4%
4,812
-28
40
$477K 0.4%
11,634
-1,350
41
$475K 0.4%
6,458
+92
42
$468K 0.39%
4,802
43
$462K 0.38%
6,917
+76
44
$437K 0.36%
3,534
-1,750
45
$415K 0.35%
16,084
+106
46
$410K 0.34%
12,276
+174
47
$399K 0.33%
4,511
+20
48
$382K 0.32%
6,465
-755
49
$375K 0.31%
3,513
+22
50
$370K 0.31%
2,960
-4
1
2
3 4 5