HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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
+$698K
2
+$630K
3
+$622K
4
MTB icon
M&T Bank
MTB
+$523K
5
PWOD
Penns Woods Bancorp
PWOD
+$502K

Top Sells

1
+$3.85M
2
+$1.04M
3
+$867K
4
WFC icon
Wells Fargo
WFC
+$233K
5
XOM icon
Exxon Mobil
XOM
+$129K

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%
61
677
$3K ﹤0.01%
52
678
$3K ﹤0.01%
40
679
$3K ﹤0.01%
17
680
$3K ﹤0.01%
400
681
$3K ﹤0.01%
104
+3
682
$3K ﹤0.01%
20
683
$3K ﹤0.01%
277
-1,644
684
$3K ﹤0.01%
33
685
$3K ﹤0.01%
25
686
$3K ﹤0.01%
40
+1
687
$3K ﹤0.01%
45
688
$3K ﹤0.01%
378
689
$3K ﹤0.01%
6
690
$3K ﹤0.01%
12
691
$3K ﹤0.01%
20
692
$3K ﹤0.01%
69
693
$3K ﹤0.01%
2
694
$3K ﹤0.01%
180
695
$3K ﹤0.01%
90
696
$3K ﹤0.01%
100
697
$3K ﹤0.01%
14
698
$3K ﹤0.01%
18
699
$3K ﹤0.01%
104
700
$3K ﹤0.01%
32
-3
26 27
28
29 30