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
26
$2.2M 0.66%
21,622
+2,274
27
$2.13M 0.63%
15,197
+115
28
$2.11M 0.63%
9,691
+58
29
$2.1M 0.62%
21,615
+171
30
$2.03M 0.6%
51,886
-43
31
$1.96M 0.58%
13,515
+3,349
32
$1.86M 0.55%
29,439
+393
33
$1.83M 0.54%
11,031
+62
34
$1.83M 0.54%
10,620
-20
35
$1.81M 0.54%
76,147
+20,532
36
$1.8M 0.53%
28,506
-2,159
37
$1.79M 0.53%
7,327
+72
38
$1.74M 0.52%
79,946
-1,350
39
$1.71M 0.51%
6,168
-175
40
$1.61M 0.48%
173,935
41
$1.58M 0.47%
29,151
+233
42
$1.54M 0.46%
9,310
-233
43
$1.49M 0.44%
28,365
+239
44
$1.36M 0.4%
8,242
+11
45
$1.36M 0.4%
52,076
+104
46
$1.35M 0.4%
10,000
+56
47
$1.34M 0.4%
53,200
48
$1.31M 0.39%
50,280
+123
49
$1.22M 0.36%
15,413
+264
50
$1.11M 0.33%
20,210
+86
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2
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