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
$282M
AUM Growth
+$5.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$491K
3
+$323K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$303K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$245K

Top Sells

1
+$420K
2
+$358K
3
+$228K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$200K
5
PWOD
Penns Woods Bancorp
PWOD
+$140K

Sector Composition

1 Financials 4.72%
2 Technology 4.19%
3 Healthcare 4%
4 Consumer Staples 2.9%
5 Energy 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 6.18%
451,645
+8,350
2
$17.3M 6.13%
57,956
+263
3
$17.2M 6.09%
155,387
+2,124
4
$16.8M 5.95%
183,303
+743
5
$16.6M 5.88%
213,423
+2,960
6
$15.7M 5.58%
390,982
+12,975
7
$11.5M 4.08%
80,561
+988
8
$9.97M 3.53%
78,216
+1,853
9
$9.29M 3.29%
226,275
+4,516
10
$8.49M 3.01%
91,013
+1,852
11
$7.47M 2.65%
127,531
+4,077
12
$7.02M 2.49%
62,434
+1,255
13
$7.01M 2.48%
37,121
+611
14
$6.83M 2.42%
59,856
+673
15
$4.79M 1.7%
42,325
+1,259
16
$3.94M 1.4%
33,484
+807
17
$3.57M 1.27%
59,182
-12
18
$3.46M 1.23%
43,139
+808
19
$3.15M 1.12%
92,420
+2,634
20
$3.05M 1.08%
43,139
+673
21
$3.04M 1.08%
24,472
-2
22
$2.82M 1%
57,055
+1,902
23
$2.81M 1%
237,312
+11,748
24
$2.71M 0.96%
107,829
-724
25
$2.55M 0.9%
18,332
+794
1
2 3 4 5