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
326
$21K 0.02%
+200
327
$20K 0.02%
+200
328
$20K 0.02%
1,621
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329
$20K 0.02%
415
330
$20K 0.02%
808
331
$20K 0.02%
485
-200
332
$20K 0.02%
118
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333
$20K 0.02%
686
334
$19K 0.02%
896
335
$19K 0.02%
+200
336
$19K 0.02%
930
337
$19K 0.02%
125
338
$19K 0.02%
700
339
$18K 0.02%
355
+255
340
$18K 0.02%
500
341
$18K 0.02%
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342
$17K 0.02%
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343
$17K 0.02%
850
344
$17K 0.02%
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345
$17K 0.02%
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346
$17K 0.02%
142
347
$17K 0.02%
836
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348
$17K 0.02%
400
349
$17K 0.02%
208
350
$17K 0.02%
+100