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
126
$260K 0.08%
3,349
-158
127
$257K 0.08%
1,806
+3
128
$256K 0.08%
1,074
129
$256K 0.08%
4,645
+5
130
$254K 0.08%
2,571
+11
131
$254K 0.08%
888
+1
132
$244K 0.07%
6,071
+2,820
133
$241K 0.07%
1,805
+8
134
$240K 0.07%
2,561
+506
135
$239K 0.07%
5,020
+2,520
136
$239K 0.07%
3,565
+18
137
$237K 0.07%
7,794
+46
138
$233K 0.07%
1,029
139
$229K 0.07%
7,118
-538
140
$227K 0.07%
3,087
+152
141
$222K 0.07%
2,175
+81
142
$218K 0.06%
2,104
+82
143
$218K 0.06%
1,258
+309
144
$214K 0.06%
1,848
+3
145
$211K 0.06%
493
+70
146
$209K 0.06%
5,128
+9
147
$207K 0.06%
3,450
+852
148
$206K 0.06%
5,102
-476
149
$203K 0.06%
835
+4
150
$201K 0.06%
3,366
4 5
6
7 8