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
151
$198K 0.06%
6,311
-408
152
$198K 0.06%
2,960
+12
153
$195K 0.06%
2,352
+7
154
$194K 0.06%
935
-17
155
$192K 0.06%
3,372
-160
156
$191K 0.06%
3,841
-781
157
$189K 0.06%
4,914
-674
158
$182K 0.05%
686
159
$179K 0.05%
3,502
+19
160
$178K 0.05%
558
-14
161
$177K 0.05%
1,716
162
$172K 0.05%
1,804
+57
163
$171K 0.05%
724
+12
164
$171K 0.05%
8,288
+30
165
$170K 0.05%
1,302
+486
166
$170K 0.05%
3,161
-72
167
$169K 0.05%
2,898
+40
168
$168K 0.05%
1,468
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169
$166K 0.05%
1,076
+16
170
$164K 0.05%
1,217
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171
$162K 0.05%
1,479
-1
172
$161K 0.05%
6,127
+24
173
$159K 0.05%
5,859
174
$156K 0.05%
805
+1
175
$156K 0.05%
1,592
5 6
7
8 9