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
726
$2K ﹤0.01%
56
727
$2K ﹤0.01%
13
728
$2K ﹤0.01%
74
-63
729
$2K ﹤0.01%
50
730
$2K ﹤0.01%
34
731
$2K ﹤0.01%
74
+1
732
$2K ﹤0.01%
+24
733
$2K ﹤0.01%
35
734
$2K ﹤0.01%
10
735
$2K ﹤0.01%
42
736
$2K ﹤0.01%
+75
737
$2K ﹤0.01%
23
738
$2K ﹤0.01%
+5
739
$2K ﹤0.01%
131
740
$2K ﹤0.01%
24
741
$2K ﹤0.01%
15
742
$2K ﹤0.01%
10
743
$2K ﹤0.01%
20
744
$2K ﹤0.01%
151
+100
745
$2K ﹤0.01%
60
746
$2K ﹤0.01%
+8
747
$2K ﹤0.01%
96
748
$2K ﹤0.01%
+61
749
$2K ﹤0.01%
+20
750
$2K ﹤0.01%
50
28 29
30
31 32