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
$87.7M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Sells

1 +$26.8M
2 +$26.7M
3 +$268K
4
BEAM
BEAM INC COM STK (DE)
BEAM
+$233K
5
D icon
Dominion Energy
D
+$54.9K

Sector Composition

1 Financials 11.47%
2 Energy 9.9%
3 Industrials 7.83%
4 Healthcare 7.45%
5 Utilities 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$46K 0.05%
+38
227
$45K 0.05%
502
-1
228
$45K 0.05%
2,412
229
$45K 0.05%
1,525
230
$45K 0.05%
392
-472
231
$45K 0.05%
864
232
$44K 0.05%
1,340
233
$43K 0.05%
291
+1
234
$43K 0.05%
+399
235
$43K 0.05%
565
236
$42K 0.05%
500
237
$42K 0.05%
217
+192
238
$42K 0.05%
900
239
$42K 0.05%
700
240
$41K 0.05%
440
241
$41K 0.05%
+392
242
$41K 0.05%
+1,369
243
$40K 0.05%
1,388
244
$40K 0.05%
1,177
-23
245
$40K 0.05%
+933
246
$39K 0.04%
700
247
$38K 0.04%
1,000
248
$38K 0.04%
802
249
$38K 0.04%
572
+6
250
$37K 0.04%
1,160