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
101
$397K 0.12%
1,676
102
$383K 0.11%
2,012
+10
103
$381K 0.11%
4,559
+18
104
$378K 0.11%
1,719
+7
105
$375K 0.11%
20,584
-1,432
106
$374K 0.11%
5,116
+170
107
$345K 0.1%
16,010
+2
108
$341K 0.1%
4,076
+197
109
$339K 0.1%
6,418
-279
110
$336K 0.1%
2,711
+5
111
$328K 0.1%
2,344
+9
112
$321K 0.1%
5,799
+2,457
113
$321K 0.1%
3,908
+1,466
114
$317K 0.09%
6,185
-450
115
$309K 0.09%
8,360
-916
116
$300K 0.09%
595
117
$295K 0.09%
3,628
+15
118
$295K 0.09%
2,335
+948
119
$291K 0.09%
4,595
+1,477
120
$291K 0.09%
8,406
-510
121
$290K 0.09%
632
122
$287K 0.09%
3,130
+274
123
$286K 0.09%
3,974
+11
124
$281K 0.08%
2,500
+111
125
$260K 0.08%
1,164
+6
3 4
5
6 7