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
201
$48K 0.04%
711
+5
202
$48K 0.04%
600
203
$47K 0.04%
692
-320
204
$47K 0.04%
3,551
205
$47K 0.04%
637
206
$46K 0.04%
1,000
207
$45K 0.04%
761
208
$45K 0.04%
585
+1
209
$45K 0.04%
458
210
$45K 0.04%
495
211
$44K 0.04%
864
212
$44K 0.04%
1,200
+225
213
$44K 0.04%
1,484
+7
214
$43K 0.04%
2,000
+1,000
215
$43K 0.04%
1,750
216
$43K 0.04%
1,784
+4
217
$43K 0.04%
615
-221
218
$43K 0.04%
4,903
+108
219
$43K 0.04%
440
220
$43K 0.04%
1,050
221
$42K 0.03%
497
222
$42K 0.03%
900
223
$42K 0.03%
1,340
224
$41K 0.03%
503
225
$41K 0.03%
565
7 8
9
10 11