HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$9.18M
3
+$7.86M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.62M
5
NWBI icon
Northwest Bancshares
NWBI
+$2.33M

Top Sells

1
+$18.1M
2
+$11.1M
3
+$7.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.45M
5
PWOD
Penns Woods Bancorp
PWOD
+$2.3M

Sector Composition

1 Financials 6.15%
2 Technology 5.32%
3 Industrials 1.89%
4 Healthcare 1.8%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.9M 12.59%
123,825
-835
2
$40.7M 6.18%
484,052
+5,557
3
$34.1M 5.18%
522,131
+2,358
4
$32.3M 4.9%
595,931
-14,709
5
$32M 4.86%
269,519
-5,021
6
$28.2M 4.28%
46,927
-41
7
$26.1M 3.96%
105,496
+1,594
8
$23.4M 3.55%
389,765
-6,398
9
$23M 3.49%
139,805
-3,323
10
$21.4M 3.25%
213,454
-2,290
11
$20.8M 3.15%
+450,062
12
$12.7M 1.93%
25,247
+159
13
$12.4M 1.88%
293,680
+2,815
14
$12.2M 1.86%
101,997
-857
15
$11.9M 1.8%
233,661
-147,186
16
$10.9M 1.65%
112,770
+1,130
17
$9.62M 1.46%
352,345
-662,021
18
$9.49M 1.44%
+253,036
19
$8.95M 1.36%
35,158
+631
20
$8.68M 1.32%
14,181
+216
21
$8.43M 1.28%
25,835
+361
22
$7.98M 1.21%
+328,296
23
$6.87M 1.04%
21,784
-24
24
$6.56M 1%
12,673
-15
25
$6.42M 0.98%
44,084
-1,122
1
2 3 4 5