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
51
$1.02M 0.3%
6,870
+126
52
$993K 0.3%
3,116
+284
53
$940K 0.28%
37,323
-240
54
$871K 0.26%
35,991
-747
55
$863K 0.26%
7,060
56
$844K 0.25%
34,467
+4
57
$844K 0.25%
5,158
-129
58
$799K 0.24%
3,643
+933
59
$785K 0.23%
19,044
+29
60
$749K 0.22%
10,836
-200
61
$731K 0.22%
13,031
-526
62
$725K 0.22%
1,916
+9
63
$695K 0.21%
1,744
+6
64
$685K 0.2%
10,552
+892
65
$630K 0.19%
1,661
+117
66
$620K 0.18%
2,653
+3
67
$615K 0.18%
21,544
68
$607K 0.18%
7,032
-567
69
$602K 0.18%
2,093
+8
70
$602K 0.18%
81,000
71
$601K 0.18%
1,731
-300
72
$595K 0.18%
2,484
+54
73
$586K 0.17%
3,335
+280
74
$581K 0.17%
5,893
+21
75
$579K 0.17%
10,941
+1,952
1 2
3
4 5