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
$183M
AUM Growth
+$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
647
New
Increased
Reduced
Closed

Top Buys

1 +$498K
2 +$466K
3 +$456K
4
VZ icon
Verizon
VZ
+$452K
5
XOM icon
Exxon Mobil
XOM
+$444K

Sector Composition

1 Financials 5.29%
2 Healthcare 5.17%
3 Energy 4.24%
4 Industrials 4.23%
5 Communication Services 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$41K 0.02%
670
+68
252
$40K 0.02%
+337
253
$40K 0.02%
1,859
+21
254
$40K 0.02%
3,057
+18
255
$40K 0.02%
2,051
256
$38K 0.02%
263
-12,466
257
$38K 0.02%
243
258
$38K 0.02%
600
259
$38K 0.02%
752
260
$37K 0.02%
900
261
$37K 0.02%
1,848
-169
262
$37K 0.02%
224
263
$37K 0.02%
1,037
+320
264
$37K 0.02%
841
+2
265
$37K 0.02%
579
-22
266
$37K 0.02%
435
-315
267
$36K 0.02%
1,192
268
$36K 0.02%
714
+109
269
$36K 0.02%
1,000
-1,150
270
$36K 0.02%
2,361
271
$35K 0.02%
600
-36
272
$35K 0.02%
1,391
-590
273
$34K 0.02%
477
+5
274
$34K 0.02%
717
+10
275
$34K 0.02%
623
+1