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
501
$13K ﹤0.01%
27
502
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91
503
$13K ﹤0.01%
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504
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78
-6
505
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26
506
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62
507
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25
508
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184
509
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52
510
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63
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78
512
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228
513
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400
514
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52
516
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99
517
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41
518
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64
519
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53
520
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120
521
$11K ﹤0.01%
75
522
$11K ﹤0.01%
788
523
$11K ﹤0.01%
+195
524
$11K ﹤0.01%
32
525
$11K ﹤0.01%
516
+1
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