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
301
$26K 0.03%
1,000
302
$25K 0.03%
442
303
$25K 0.03%
537
+8
304
$25K 0.03%
648
305
$25K 0.03%
218
306
$25K 0.03%
+796
307
$25K 0.03%
187
-19
308
$24K 0.03%
1,680
309
$24K 0.03%
1,500
310
$23K 0.03%
400
311
$23K 0.03%
924
312
$23K 0.03%
624
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313
$23K 0.03%
167
314
$23K 0.03%
1,583
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315
$23K 0.03%
+707
316
$23K 0.03%
500
317
$23K 0.03%
604
-1,300
318
$22K 0.03%
316
319
$22K 0.03%
150
320
$22K 0.03%
828
321
$22K 0.03%
990
322
$21K 0.02%
600
323
$21K 0.02%
709
324
$21K 0.02%
+789
325
$21K 0.02%
167