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
201
$131K 0.04%
2,182
202
$131K 0.04%
537
-100
203
$129K 0.04%
4,913
+233
204
$129K 0.04%
1,512
-48
205
$128K 0.04%
414
206
$128K 0.04%
4,070
+17
207
$125K 0.04%
143
208
$125K 0.04%
2,081
-162
209
$124K 0.04%
862
+10
210
$123K 0.04%
5,113
+526
211
$123K 0.04%
1,792
-248
212
$123K 0.04%
2,691
213
$122K 0.04%
2,570
+8
214
$121K 0.04%
1,329
215
$121K 0.04%
1,174
+9
216
$120K 0.04%
8,081
+93
217
$119K 0.04%
+1,856
218
$118K 0.04%
1,250
-270
219
$117K 0.03%
1,853
+15
220
$115K 0.03%
423
221
$115K 0.03%
745
+200
222
$114K 0.03%
1,922
+6
223
$113K 0.03%
1,334
+50
224
$112K 0.03%
965
+6
225
$112K 0.03%
1,275
+3
7 8
9
10 11