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
76
$573K 0.17%
12,198
+339
77
$570K 0.17%
2,469
+91
78
$552K 0.16%
1,512
+16
79
$544K 0.16%
2,402
-98
80
$542K 0.16%
7,149
+1,246
81
$529K 0.16%
5,168
+456
82
$524K 0.16%
6,148
+21
83
$502K 0.15%
1,725
84
$502K 0.15%
11,106
-5,211
85
$499K 0.15%
10,485
86
$483K 0.14%
24,120
+2,000
87
$479K 0.14%
1,714
88
$466K 0.14%
3,720
89
$448K 0.13%
2,577
+5
90
$439K 0.13%
25,368
-3,030
91
$436K 0.13%
1,789
+225
92
$434K 0.13%
2,262
+8
93
$431K 0.13%
3,292
+268
94
$429K 0.13%
6,433
+8
95
$408K 0.12%
12,019
-726
96
$406K 0.12%
4,572
+16
97
$405K 0.12%
8,136
+12
98
$403K 0.12%
38,620
+5,000
99
$402K 0.12%
4,395
-285
100
$402K 0.12%
1,753
+4
2 3
4
5 6