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
526
$11K ﹤0.01%
352
+7
527
$10K ﹤0.01%
140
528
$10K ﹤0.01%
119
529
$10K ﹤0.01%
132
530
$10K ﹤0.01%
504
+351
531
$10K ﹤0.01%
88
-10
532
$10K ﹤0.01%
1,000
+600
533
$10K ﹤0.01%
208
-30
534
$10K ﹤0.01%
140
535
$10K ﹤0.01%
2
536
$10K ﹤0.01%
171
-48
537
$10K ﹤0.01%
1,200
538
$9K ﹤0.01%
+50
539
$9K ﹤0.01%
400
540
$9K ﹤0.01%
+114
541
$9K ﹤0.01%
37
+21
542
$9K ﹤0.01%
148
+2
543
$9K ﹤0.01%
120
544
$9K ﹤0.01%
233
545
$9K ﹤0.01%
250
546
$9K ﹤0.01%
44
547
$9K ﹤0.01%
112
-215
548
$9K ﹤0.01%
600
549
$8K ﹤0.01%
47
+1
550
$8K ﹤0.01%
30
20 21
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23 24