HI
Hudock Inc Portfolio holdings
AUM
$658M
1-Year Est. Return
13.24%
1 Year Est. Return
+13.24%
AUM
$658M
AUM Growth
+$36.3M
(+5.8%)
Holding
206
Top Buys
| 1 | +$20.8M | |
| 2 | +$9.49M | |
| 3 | +$7.98M | |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
+$2.7M |
| 5 |
Northwest Bancshares
NWBI
|
+$2.29M |
Top Sells
| 1 | +$18.1M | |
| 2 | +$11.3M | |
| 3 | +$7.59M | |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.47M |
| 5 |
PWOD
Penns Woods Bancorp
PWOD
|
+$2.3M |
Sector Composition
| 1 | Financials | 6.15% |
| 2 | Technology | 5.32% |
| 3 | Industrials | 1.89% |
| 4 | Healthcare | 1.8% |
| 5 | Consumer Staples | 1.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Dow Inc
DOW
$16.9B
| – | – |
-9,721
|
|
||
202
EQT Corp
EQT
$37.8B
| – | – |
-3,628
|
|
||
203
Novo Nordisk
NVO
$215B
| – | – |
-7,590
|
|
||
|
PMF
204
DELISTED
PIMCO Municipal Income Fund
PMF
| – | – |
-24,292
|
|
||
|
PWOD
205
DELISTED
Penns Woods Bancorp
PWOD
| – | – |
-75,653
|
|
||
206
Vanguard International Dividend Appreciation ETF
VIGI
$8.9B
| – | – |
-24,489
|
|