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
1
$26.8M 7.98%
62,386
+1,484
2
$24.1M 7.16%
443,085
+13,096
3
$20M 5.94%
1,175,937
+28,061
4
$16.7M 4.95%
47,011
+487
5
$14.7M 4.38%
144,597
-8,747
6
$14.3M 4.27%
266,980
+1,300
7
$14.3M 4.27%
126,973
+1,050
8
$13.7M 4.08%
102,075
+4,777
9
$13.2M 3.93%
256,573
+7,109
10
$10.7M 3.17%
90,873
+2,960
11
$9.89M 2.94%
85,663
-33,669
12
$6.5M 1.93%
56,384
+549
13
$4.46M 1.33%
32,587
-8,000
14
$4.35M 1.29%
27,944
+462
15
$3.67M 1.09%
113,618
-2,131
16
$3.32M 0.99%
59,240
-1,029
17
$3.28M 0.98%
12,123
+38
18
$3.24M 0.96%
186,426
-930
19
$3.09M 0.92%
31,261
-13
20
$2.71M 0.81%
82,530
+958
21
$2.65M 0.79%
50,006
+314
22
$2.57M 0.76%
33,076
-1,496
23
$2.47M 0.73%
88,186
+4,784
24
$2.43M 0.72%
7,049
+118
25
$2.33M 0.69%
22,295
+338
1
2 3 4 5