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
376
$33K 0.01%
+467
377
$33K 0.01%
226
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378
$33K 0.01%
182
379
$32K 0.01%
277
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152
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381
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382
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514
383
$32K 0.01%
619
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$31K 0.01%
382
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385
$31K 0.01%
276
386
$31K 0.01%
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387
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388
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$30K 0.01%
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$29K 0.01%
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$28K 0.01%
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$28K 0.01%
840