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
551
$3K ﹤0.01%
64
+14
552
$3K ﹤0.01%
37
553
$3K ﹤0.01%
50
554
$3K ﹤0.01%
188
+2
555
$3K ﹤0.01%
40
556
$3K ﹤0.01%
22
557
$3K ﹤0.01%
32
558
$3K ﹤0.01%
400
559
$3K ﹤0.01%
435
560
$3K ﹤0.01%
930
561
$3K ﹤0.01%
300
562
$3K ﹤0.01%
27
563
$3K ﹤0.01%
400
564
$2K ﹤0.01%
26
565
$2K ﹤0.01%
106
566
$2K ﹤0.01%
+148
567
$2K ﹤0.01%
200
-40
568
$2K ﹤0.01%
45
569
$2K ﹤0.01%
+68
570
$2K ﹤0.01%
32
571
$2K ﹤0.01%
50
572
$2K ﹤0.01%
100
573
$2K ﹤0.01%
50
574
$2K ﹤0.01%
100
575
$2K ﹤0.01%
102
-1,743
21 22
23
24 25