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
251
$37K 0.04%
1,777
252
$37K 0.04%
600
+200
253
$37K 0.04%
1,010
+51
254
$37K 0.04%
667
255
$36K 0.04%
+636
256
$36K 0.04%
+500
257
$36K 0.04%
440
+360
258
$35K 0.04%
400
-4
259
$35K 0.04%
1,079
+24
260
$35K 0.04%
565
261
$34K 0.04%
6
262
$34K 0.04%
+1,000
263
$34K 0.04%
700
264
$34K 0.04%
874
265
$33K 0.04%
3,244
266
$33K 0.04%
487
267
$33K 0.04%
1,135
+355
268
$33K 0.04%
290
+1
269
$32K 0.04%
1,544
270
$32K 0.04%
1,072
271
$32K 0.04%
1,095
+350
272
$32K 0.04%
384
+31
273
$32K 0.04%
1,210
+400
274
$31K 0.04%
+200
275
$31K 0.04%
755
+750