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
651
$4K ﹤0.01%
216
+2
652
$4K ﹤0.01%
64
653
$4K ﹤0.01%
32
-2
654
$4K ﹤0.01%
58
655
$4K ﹤0.01%
33
656
$4K ﹤0.01%
150
657
$4K ﹤0.01%
66
+1
658
$4K ﹤0.01%
16
-6
659
$4K ﹤0.01%
96
660
$4K ﹤0.01%
216
661
$4K ﹤0.01%
94
+1
662
$4K ﹤0.01%
+26
663
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60
664
$4K ﹤0.01%
117
665
$4K ﹤0.01%
27
666
$4K ﹤0.01%
73
+1
667
$4K ﹤0.01%
150
668
$4K ﹤0.01%
84
669
$4K ﹤0.01%
8
670
$4K ﹤0.01%
+359
671
$4K ﹤0.01%
300
672
$4K ﹤0.01%
19
673
$4K ﹤0.01%
105
674
$3K ﹤0.01%
61
675
$3K ﹤0.01%
52
25 26
27
28 29