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
351
$40K 0.01%
486
-31
352
$40K 0.01%
1,034
353
$39K 0.01%
300
354
$39K 0.01%
2,665
+696
355
$39K 0.01%
468
356
$39K 0.01%
583
-67
357
$39K 0.01%
536
358
$39K 0.01%
293
359
$37K 0.01%
156
360
$37K 0.01%
548
+348
361
$36K 0.01%
244
362
$36K 0.01%
259
+1
363
$36K 0.01%
120
364
$36K 0.01%
342
-1
365
$35K 0.01%
388
-206
366
$35K 0.01%
708
367
$35K 0.01%
+400
368
$35K 0.01%
324
369
$35K 0.01%
327
370
$35K 0.01%
963
+1
371
$34K 0.01%
207
372
$34K 0.01%
1,312
+3
373
$34K 0.01%
564
-18
374
$34K 0.01%
644
+6
375
$34K 0.01%
3,038
13 14
15
16 17