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
101
$151K 0.13%
9,632
-400
102
$151K 0.13%
2,149
+5
103
$151K 0.13%
3,825
+733
104
$147K 0.12%
5,345
-1,680
105
$147K 0.12%
14,473
+81
106
$142K 0.12%
3,557
107
$141K 0.12%
460
108
$138K 0.11%
4,875
-300
109
$134K 0.11%
1,372
+1
110
$134K 0.11%
2,800
111
$128K 0.11%
1,800
112
$127K 0.11%
4,104
-4,842
113
$126K 0.1%
2,014
+3
114
$117K 0.1%
1,985
+4
115
$116K 0.1%
7,411
+15
116
$114K 0.09%
1,545
+1,150
117
$111K 0.09%
+2,880
118
$111K 0.09%
2,917
+6
119
$111K 0.09%
2,100
120
$108K 0.09%
3,127
121
$102K 0.08%
2,498
+68
122
$101K 0.08%
1,245
123
$97K 0.08%
1,921
124
$97K 0.08%
1,119
+4
125
$97K 0.08%
+835
3 4
5
6 7