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
$336M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$711K
2
+$642K
3
+$638K
4
PWOD
Penns Woods Bancorp
PWOD
+$489K
5
MTB icon
M&T Bank
MTB
+$486K

Top Sells

1
+$3.89M
2
+$1.1M
3
+$890K
4
WFC icon
Wells Fargo
WFC
+$236K
5
XOM icon
Exxon Mobil
XOM
+$136K

Sector Composition

1 Financials 5.83%
2 Technology 5.82%
3 Healthcare 4.28%
4 Industrials 3.04%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$92K 0.03%
899
+3
252
$92K 0.03%
2,500
-200
253
$91K 0.03%
173
254
$90K 0.03%
1,153
+4
255
$88K 0.03%
3,615
256
$88K 0.03%
1,186
+39
257
$88K 0.03%
1,043
258
$88K 0.03%
2,000
259
$87K 0.03%
670
260
$87K 0.03%
1,021
+5
261
$87K 0.03%
844
+4
262
$87K 0.03%
392
-10
263
$86K 0.03%
918
-87
264
$85K 0.03%
6,374
+48
265
$83K 0.02%
1,200
266
$82K 0.02%
1,583
267
$82K 0.02%
4,000
268
$80K 0.02%
1,120
269
$79K 0.02%
1,026
+62
270
$79K 0.02%
4,019
-253
271
$78K 0.02%
957
+2
272
$77K 0.02%
2,488
+16
273
$76K 0.02%
2,955
274
$76K 0.02%
3,870
-302
275
$75K 0.02%
191
9 10
11
12 13