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
126
$97K 0.08%
864
127
$97K 0.08%
3,200
128
$96K 0.08%
2,602
-2,082
129
$94K 0.08%
3,940
-265
130
$94K 0.08%
1,733
131
$89K 0.07%
1,440
+2
132
$89K 0.07%
1,895
133
$88K 0.07%
2,505
134
$88K 0.07%
2,433
-1
135
$87K 0.07%
3,468
+152
136
$84K 0.07%
1,044
137
$83K 0.07%
1,019
138
$82K 0.07%
664
-41
139
$81K 0.07%
497
-1
140
$77K 0.06%
2,956
+6
141
$76K 0.06%
1,937
-240
142
$76K 0.06%
1,887
143
$76K 0.06%
1,330
-4
144
$75K 0.06%
1,488
-1
145
$75K 0.06%
600
146
$75K 0.06%
1,150
+76
147
$75K 0.06%
1,920
148
$75K 0.06%
+2,470
149
$74K 0.06%
1,283
150
$72K 0.06%
1,033
+1
4 5
6
7 8