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
676
$3K ﹤0.01%
40
677
$3K ﹤0.01%
17
678
$3K ﹤0.01%
400
679
$3K ﹤0.01%
104
+3
680
$3K ﹤0.01%
20
681
$3K ﹤0.01%
277
-1,644
682
$3K ﹤0.01%
33
683
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25
684
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40
+1
685
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45
686
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378
687
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6
688
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12
689
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20
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69
691
$3K ﹤0.01%
2
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694
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695
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14
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18
697
$3K ﹤0.01%
48
698
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104
699
$3K ﹤0.01%
32
-3
700
$3K ﹤0.01%
11
26 27
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29 30