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
476
$16K ﹤0.01%
272
477
$16K ﹤0.01%
319
+300
478
$16K ﹤0.01%
478
+10
479
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130
480
$16K ﹤0.01%
291
+1
481
$16K ﹤0.01%
131
-8
482
$15K ﹤0.01%
315
-8
483
$15K ﹤0.01%
303
484
$15K ﹤0.01%
151
485
$15K ﹤0.01%
202
486
$15K ﹤0.01%
118
487
$15K ﹤0.01%
194
+1
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$15K ﹤0.01%
227
-20
489
$15K ﹤0.01%
466
490
$15K ﹤0.01%
1,200
-200
491
$15K ﹤0.01%
250
492
$14K ﹤0.01%
840
+5
493
$14K ﹤0.01%
240
494
$14K ﹤0.01%
517
495
$14K ﹤0.01%
198
496
$14K ﹤0.01%
42
497
$14K ﹤0.01%
197
+1
498
$13K ﹤0.01%
186
499
$13K ﹤0.01%
420
500
$13K ﹤0.01%
37
+9
18 19
20
21 22