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
551
$8K ﹤0.01%
50
552
$8K ﹤0.01%
446
553
$8K ﹤0.01%
113
+1
554
$8K ﹤0.01%
370
555
$8K ﹤0.01%
462
556
$8K ﹤0.01%
263
+16
557
$8K ﹤0.01%
306
-1,989
558
$8K ﹤0.01%
100
559
$8K ﹤0.01%
130
+1
560
$8K ﹤0.01%
990
561
$7K ﹤0.01%
375
562
$7K ﹤0.01%
450
-1,550
563
$7K ﹤0.01%
11
564
$7K ﹤0.01%
88
+60
565
$7K ﹤0.01%
+125
566
$7K ﹤0.01%
19
567
$7K ﹤0.01%
29
568
$7K ﹤0.01%
230
569
$7K ﹤0.01%
40
570
$7K ﹤0.01%
294
571
$7K ﹤0.01%
200
572
$7K ﹤0.01%
1,428
-55
573
$7K ﹤0.01%
130
+1
574
$7K ﹤0.01%
58
575
$7K ﹤0.01%
76
+50
21 22
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24 25