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
51
$354K 0.29%
4,329
+3
52
$353K 0.29%
4,704
53
$353K 0.29%
7,593
+62
54
$352K 0.29%
3,104
+4
55
$352K 0.29%
35,901
+126
56
$349K 0.29%
4,428
57
$338K 0.28%
3,445
+172
58
$322K 0.27%
7,516
+38
59
$310K 0.26%
15,720
+820
60
$306K 0.25%
9,256
61
$291K 0.24%
7,090
-35
62
$283K 0.24%
+21,200
63
$281K 0.23%
15,956
+1,335
64
$275K 0.23%
5,120
65
$271K 0.23%
4,625
-240
66
$266K 0.22%
4,101
-30
67
$261K 0.22%
4,794
-1,279
68
$261K 0.22%
16,435
-2,350
69
$260K 0.22%
2,489
+5
70
$255K 0.21%
4,738
+19
71
$253K 0.21%
2,298
72
$247K 0.21%
3,334
+128
73
$242K 0.2%
3,102
74
$233K 0.19%
2,800
75
$230K 0.19%
4,700
1 2
3
4 5