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
326
$48K 0.01%
110
+1
327
$48K 0.01%
508
+3
328
$47K 0.01%
+1,739
329
$47K 0.01%
435
-12
330
$47K 0.01%
427
+2
331
$46K 0.01%
869
332
$46K 0.01%
161
333
$46K 0.01%
310
334
$46K 0.01%
241
335
$46K 0.01%
202
336
$46K 0.01%
2,957
+91
337
$46K 0.01%
190
338
$46K 0.01%
1,058
+61
339
$44K 0.01%
1,233
-6
340
$44K 0.01%
3,084
+8
341
$44K 0.01%
207
+1
342
$44K 0.01%
634
+4
343
$42K 0.01%
290
-2
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$42K 0.01%
182
-2
345
$42K 0.01%
1,612
+125
346
$42K 0.01%
503
347
$41K 0.01%
668
-850
348
$41K 0.01%
900
-55
349
$40K 0.01%
542
350
$40K 0.01%
2,244
+195
12 13
14
15 16