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
301
$58K 0.02%
4,093
-2
302
$58K 0.02%
2,280
+53
303
$58K 0.02%
162
+1
304
$58K 0.02%
667
+2
305
$57K 0.02%
1,264
+9
306
$56K 0.02%
226
+78
307
$56K 0.02%
1,599
-207
308
$56K 0.02%
524
309
$55K 0.02%
203
310
$55K 0.02%
529
311
$54K 0.02%
376
+83
312
$52K 0.02%
800
313
$52K 0.02%
3,300
+600
314
$52K 0.02%
1,125
-492
315
$51K 0.02%
974
316
$51K 0.02%
150
+10
317
$50K 0.01%
90
318
$50K 0.01%
871
+2
319
$50K 0.01%
23
320
$50K 0.01%
2,602
-3,598
321
$49K 0.01%
340
322
$49K 0.01%
868
323
$49K 0.01%
1,700
+108
324
$49K 0.01%
1,323
+12
325
$49K 0.01%
626
+2
11 12
13
14 15