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
176
$155K 0.05%
1,191
177
$155K 0.05%
1,484
-389
178
$150K 0.04%
2,142
+382
179
$150K 0.04%
1,562
+7
180
$146K 0.04%
1,755
+508
181
$146K 0.04%
2,132
+4
182
$146K 0.04%
903
+385
183
$145K 0.04%
2,230
184
$145K 0.04%
2,700
+377
185
$144K 0.04%
+1,407
186
$142K 0.04%
4,063
187
$141K 0.04%
307
188
$141K 0.04%
3,425
+2
189
$141K 0.04%
544
+1
190
$139K 0.04%
575
+1
191
$139K 0.04%
3,477
+3
192
$139K 0.04%
1,732
193
$138K 0.04%
574
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194
$138K 0.04%
1,166
+3
195
$136K 0.04%
1,138
+2
196
$136K 0.04%
1,324
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197
$136K 0.04%
1,956
198
$135K 0.04%
2,371
+1
199
$133K 0.04%
3,337
-199
200
$132K 0.04%
2,174
-44
6 7
8
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