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
551
$1K ﹤0.01%
125
552
$1K ﹤0.01%
18
553
$1K ﹤0.01%
201
-527
554
$1K ﹤0.01%
195
-6,000
555
– –
-400
556
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-667
557
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-126
558
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-1,044
559
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560
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561
$0 ﹤0.01%
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562
$0 ﹤0.01%
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563
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+11
564
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8
565
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566
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567
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569
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572
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$0 ﹤0.01%
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