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
751
$2K ﹤0.01%
134
-512
752
$2K ﹤0.01%
+3
753
$2K ﹤0.01%
+33
754
$2K ﹤0.01%
22
755
$2K ﹤0.01%
33
756
$2K ﹤0.01%
67
757
$2K ﹤0.01%
14
758
$2K ﹤0.01%
4
759
$2K ﹤0.01%
18
-184
760
$2K ﹤0.01%
22
761
$2K ﹤0.01%
15
762
$1K ﹤0.01%
14
763
$1K ﹤0.01%
201
+1
764
$1K ﹤0.01%
105
765
$1K ﹤0.01%
10
766
$1K ﹤0.01%
55
+1
767
$1K ﹤0.01%
58
+2
768
$1K ﹤0.01%
48
769
$1K ﹤0.01%
109
+20
770
$1K ﹤0.01%
24
771
$1K ﹤0.01%
23
772
$1K ﹤0.01%
18
773
$1K ﹤0.01%
+75
774
$1K ﹤0.01%
16
775
$1K ﹤0.01%
32
29 30
31
32 33