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
$573M
AUM Growth
-$6.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$552K
3 +$532K
4
MRVL icon
Marvell Technology
MRVL
+$265K
5
CZNC icon
Citizens & Northern Corp
CZNC
+$255K

Top Sells

1 +$1.62M
2 +$627K
3 +$512K
4
DOW icon
Dow Inc
DOW
+$457K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$417K

Sector Composition

1 Financials 6.17%
2 Technology 4.75%
3 Healthcare 2.02%
4 Industrials 1.81%
5 Consumer Staples 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.2M 12.79%
124,362
-870
2
$37M 6.46%
461,030
+2,157
3
$33.8M 5.9%
542,261
-1,174
4
$32.3M 5.64%
280,031
+1,012
5
$29.5M 5.15%
1,079,201
-2,869
6
$24.8M 4.33%
563,266
+4,272
7
$21.6M 3.78%
42,284
-259
8
$21.1M 3.69%
419,700
-32,167
9
$19.8M 3.46%
94,198
-56
10
$19.4M 3.4%
200,683
-4,288
11
$18.6M 3.25%
133,702
-1,218
12
$18.3M 3.19%
381,904
+4,690
13
$17M 2.97%
301,539
-418
14
$11.6M 2.02%
284,861
-1,663
15
$10.9M 1.9%
23,977
-607
16
$9.53M 1.66%
103,037
-2,511
17
$9.1M 1.59%
85,384
+518
18
$8.71M 1.52%
34,780
-602
19
$7.21M 1.26%
13,380
+33
20
$5.51M 0.96%
42,867
-2,475
21
$5.44M 0.95%
54,018
+544
22
$5.28M 0.92%
22,029
-568
23
$5.26M 0.92%
12,478
-226
24
$5.01M 0.87%
117,487
+1,706
25
$3.57M 0.62%
14,756
+13