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
701
$3K ﹤0.01%
16
702
$3K ﹤0.01%
55
703
$3K ﹤0.01%
68
+1
704
$3K ﹤0.01%
14
705
$3K ﹤0.01%
45
-3
706
$3K ﹤0.01%
9
707
$3K ﹤0.01%
15
708
$3K ﹤0.01%
25
709
$3K ﹤0.01%
315
710
$3K ﹤0.01%
103
711
$2K ﹤0.01%
22
712
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+58
713
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65
715
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53
716
$2K ﹤0.01%
69
717
$2K ﹤0.01%
15
718
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34
719
$2K ﹤0.01%
200
720
$2K ﹤0.01%
30
721
$2K ﹤0.01%
92
722
$2K ﹤0.01%
74
723
$2K ﹤0.01%
28
724
$2K ﹤0.01%
14
725
$2K ﹤0.01%
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-21
27 28
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30 31