HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$2.97M
3
+$2.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.46M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.76M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.3M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.26M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.79M

Sector Composition

1 Financials 5.75%
2 Technology 4.76%
3 Healthcare 2.2%
4 Industrials 2.19%
5 Energy 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
76
Applied Materials
AMAT
$357B
$971K 0.14%
2,841
-26
CZNC icon
77
Citizens & Northern Corp
CZNC
$377M
$964K 0.14%
43,152
-589
PFE icon
78
Pfizer
PFE
$149B
$940K 0.14%
33,491
-1,670
AVGO icon
79
Broadcom
AVGO
$2.12T
$939K 0.14%
3,034
+229
ORCL icon
80
Oracle
ORCL
$649B
$922K 0.14%
6,266
+1,672
VTEB icon
81
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43B
$889K 0.13%
17,824
+71
PPL icon
82
PPL Corp
PPL
$26.6B
$872K 0.13%
22,835
+395
ETR icon
83
Entergy
ETR
$49.9B
$860K 0.13%
7,650
+5
T icon
84
AT&T
T
$172B
$819K 0.12%
28,242
-231
GE icon
85
GE Aerospace
GE
$338B
$818K 0.12%
2,883
+1
SCHB icon
86
Schwab US Broad Market ETF
SCHB
$43.3B
$808K 0.12%
32,174
+23
MCD icon
87
McDonald's
MCD
$198B
$774K 0.11%
2,488
-2,331
SPY icon
88
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$765K 0.11%
1,176
+188
UNH icon
89
UnitedHealth
UNH
$345B
$762K 0.11%
+2,816
ITA icon
90
iShares US Aerospace & Defense ETF
ITA
$14.3B
$754K 0.11%
3,446
-167
NKE icon
91
Nike
NKE
$68.5B
$752K 0.11%
+14,246
MS icon
92
Morgan Stanley
MS
$328B
$740K 0.11%
4,495
+116
VNQ icon
93
Vanguard Real Estate ETF
VNQ
$36.8B
$716K 0.11%
8,074
-734
WFC icon
94
Wells Fargo
WFC
$237B
$687K 0.1%
8,629
+1
VGT icon
95
Vanguard Information Technology ETF
VGT
$147B
$672K 0.1%
7,704
-64
DUK icon
96
Duke Energy
DUK
$95.7B
$652K 0.1%
4,982
+220
BAC icon
97
Bank of America
BAC
$366B
$625K 0.09%
12,810
+392
HSY icon
98
Hershey
HSY
$39.4B
$609K 0.09%
2,931
+3
XLI icon
99
State Street Industrial Select Sector SPDR ETF
XLI
$30.3B
$606K 0.09%
3,746
+1,058
LRCX icon
100
Lam Research
LRCX
$398B
$599K 0.09%
2,801
-771
2 3
4
5 6