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
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.68M
3
+$2.25M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.16M

Top Sells

1
+$2.63M
2
+$1.4M
3
+$1.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$868K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$728K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPGP icon
26
Invesco S&P 500 GARP ETF
SPGP
$2.62B
$4.71M 0.76%
43,704
+7,108
NVDA icon
27
NVIDIA
NVDA
$4.56T
$4.43M 0.71%
28,027
+1,158
DEW icon
28
WisdomTree Global High Dividend Fund
DEW
$123M
$3.86M 0.62%
67,570
-122
IBM icon
29
IBM
IBM
$287B
$3.43M 0.55%
11,635
+36
BX icon
30
Blackstone
BX
$114B
$3.4M 0.55%
22,762
+2,539
CAT icon
31
Caterpillar
CAT
$264B
$3.19M 0.51%
8,219
+6
PG icon
32
Procter & Gamble
PG
$342B
$2.79M 0.45%
17,517
-44
CVX icon
33
Chevron
CVX
$310B
$2.54M 0.41%
17,772
+299
XOM icon
34
Exxon Mobil
XOM
$495B
$2.53M 0.41%
23,514
+8
DIA icon
35
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40B
$2.51M 0.4%
5,705
+27
SHY icon
36
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$2.45M 0.39%
29,615
-2,138
CZFS icon
37
Citizens Financial Services
CZFS
$276M
$2.41M 0.39%
41,118
+86
MRK icon
38
Merck
MRK
$213B
$2.35M 0.38%
29,653
-1,074
PWOD
39
DELISTED
Penns Woods Bancorp
PWOD
$2.3M 0.37%
75,653
-1,074
VIGI icon
40
Vanguard International Dividend Appreciation ETF
VIGI
$8.46B
$2.21M 0.35%
+24,489
PSLV icon
41
Sprott Physical Silver Trust
PSLV
$8.91B
$2.2M 0.35%
179,435
LLY icon
42
Eli Lilly
LLY
$822B
$2.17M 0.35%
2,785
-349
MTB icon
43
M&T Bank
MTB
$28.5B
$2.16M 0.35%
11,141
+471
JNJ icon
44
Johnson & Johnson
JNJ
$449B
$2.07M 0.33%
13,537
-169
AMZN icon
45
Amazon
AMZN
$2.6T
$1.96M 0.31%
8,925
+314
KO icon
46
Coca-Cola
KO
$303B
$1.89M 0.3%
26,714
+168
XLU icon
47
Utilities Select Sector SPDR Fund
XLU
$21.9B
$1.88M 0.3%
23,071
-2,528
CSCO icon
48
Cisco
CSCO
$280B
$1.87M 0.3%
26,943
+224
VZ icon
49
Verizon
VZ
$168B
$1.72M 0.28%
39,842
+238
AMGN icon
50
Amgen
AMGN
$173B
$1.63M 0.26%
5,822
+44
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