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
176
$59K 0.05%
1,352
+2
177
$59K 0.05%
1,208
178
$57K 0.05%
2,400
179
$57K 0.05%
645
180
$56K 0.05%
1,525
181
$55K 0.05%
853
+4
182
$54K 0.04%
590
+68
183
$54K 0.04%
2,206
+9
184
$53K 0.04%
700
185
$52K 0.04%
+2,175
186
$52K 0.04%
1,001
187
$51K 0.04%
603
188
$51K 0.04%
+1,230
189
$51K 0.04%
451
190
$51K 0.04%
1,870
191
$50K 0.04%
1,052
-133
192
$50K 0.04%
400
193
$50K 0.04%
1,404
194
$50K 0.04%
1,150
195
$50K 0.04%
1,400
196
$50K 0.04%
1,000
197
$50K 0.04%
999
198
$49K 0.04%
900
199
$49K 0.04%
2,051
200
$49K 0.04%
1,400
6 7
8
9 10