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
$282M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$491K
3
+$323K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$303K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$245K

Top Sells

1
+$420K
2
+$358K
3
+$228K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$200K
5
PWOD
Penns Woods Bancorp
PWOD
+$140K

Sector Composition

1 Financials 4.72%
2 Technology 4.19%
3 Healthcare 4%
4 Consumer Staples 2.9%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.9%
21,442
+638
27
$2.34M 0.83%
74,326
+2,206
28
$2.26M 0.8%
41,448
+1,188
29
$2.19M 0.77%
39,024
-564
30
$2.14M 0.76%
113,775
+519
31
$2.09M 0.74%
119,908
+776
32
$2.04M 0.72%
143,560
33
$1.98M 0.7%
69,290
-409
34
$1.97M 0.7%
29,385
+1,283
35
$1.73M 0.61%
56,103
-4,541
36
$1.72M 0.61%
11,499
+58
37
$1.57M 0.56%
9,931
+3
38
$1.45M 0.51%
5,390
+54
39
$1.45M 0.51%
10,415
+669
40
$1.25M 0.44%
5,997
41
$1.21M 0.43%
193,835
42
$1.08M 0.38%
26,370
-3,124
43
$1.05M 0.37%
16,163
+90
44
$988K 0.35%
7,640
-394
45
$925K 0.33%
2,433
-61
46
$918K 0.33%
18,218
-334
47
$906K 0.32%
35,092
+19,024
48
$889K 0.31%
16,562
-509
49
$878K 0.31%
53,200
50
$848K 0.3%
6,186
+407
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2
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