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
626
$5K ﹤0.01%
106
+1
627
$5K ﹤0.01%
24
628
$5K ﹤0.01%
89
+1
629
$5K ﹤0.01%
27
630
$5K ﹤0.01%
279
+5
631
$5K ﹤0.01%
37
632
$5K ﹤0.01%
200
+1
633
$5K ﹤0.01%
321
634
$5K ﹤0.01%
157
+29
635
$5K ﹤0.01%
77
-6
636
$5K ﹤0.01%
+10
637
$4K ﹤0.01%
106
638
$4K ﹤0.01%
+774
639
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18
-12
640
$4K ﹤0.01%
35
641
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104
+3
642
$4K ﹤0.01%
45
643
$4K ﹤0.01%
77
644
$4K ﹤0.01%
36
645
$4K ﹤0.01%
10
646
$4K ﹤0.01%
44
647
$4K ﹤0.01%
350
-50
648
$4K ﹤0.01%
27
649
$4K ﹤0.01%
5
-37
650
$4K ﹤0.01%
11
24 25
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27 28