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
$229M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.94M
3
+$1.07M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$827K
5
PWOD
Penns Woods Bancorp
PWOD
+$813K

Top Sells

1
+$15M
2
+$920K
3
+$619K
4
CME icon
CME Group
CME
+$551K
5
HON icon
Honeywell
HON
+$427K

Sector Composition

1 Financials 5.41%
2 Industrials 4.42%
3 Healthcare 4.03%
4 Technology 3.64%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.69%
10,834
+137
27
$1.54M 0.67%
25,332
-52
28
$1.48M 0.64%
32,178
-2,588
29
$1.47M 0.64%
47,352
-8,271
30
$1.35M 0.59%
46,168
+820
31
$1.31M 0.57%
21,482
+919
32
$1.24M 0.54%
195,375
33
$1.05M 0.46%
7,490
+1,076
34
$1.01M 0.44%
4,093
+3,346
35
$959K 0.42%
16,224
+3,317
36
$924K 0.4%
4,666
37
$889K 0.39%
30,145
-82
38
$806K 0.35%
9,429
+23
39
$803K 0.35%
5,989
40
$784K 0.34%
11,325
+9,739
41
$759K 0.33%
9,086
+1,175
42
$747K 0.33%
15,858
+7,149
43
$735K 0.32%
15,934
+61
44
$729K 0.32%
11,900
+45
45
$699K 0.31%
8,315
-854
46
$679K 0.3%
3,583
-91
47
$673K 0.29%
10,090
+305
48
$668K 0.29%
12,461
+12
49
$658K 0.29%
5,488
50
$612K 0.27%
6,666
+317
1
2
3 4 5