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
276
$31K 0.04%
680
-300
277
$31K 0.04%
675
+225
278
$31K 0.04%
558
-200
279
$30K 0.03%
833
280
$30K 0.03%
519
-100
281
$30K 0.03%
900
282
$30K 0.03%
580
283
$29K 0.03%
350
-65
284
$29K 0.03%
+977
285
$28K 0.03%
471
-20
286
$28K 0.03%
2,279
287
$28K 0.03%
726
-16
288
$28K 0.03%
200
289
$27K 0.03%
797
-58
290
$27K 0.03%
674
-92
291
$27K 0.03%
502
-81
292
$27K 0.03%
753
+3
293
$27K 0.03%
52
294
$27K 0.03%
266
295
$26K 0.03%
627
+62
296
$26K 0.03%
1,758
297
$26K 0.03%
1,118
298
$26K 0.03%
+152
299
$26K 0.03%
554
+5
300
$26K 0.03%
+1,474