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
351
$16K 0.02%
+501
352
$16K 0.02%
302
-55
353
$16K 0.02%
+465
354
$16K 0.02%
448
355
$16K 0.02%
1,811
+34
356
$15K 0.02%
1,081
357
$15K 0.02%
150
358
$15K 0.02%
999
359
$15K 0.02%
1,539
+17
360
$15K 0.02%
533
361
$15K 0.02%
1,000
362
$15K 0.02%
+412
363
$15K 0.02%
275
364
$15K 0.02%
689
365
$14K 0.02%
445
+4
366
$14K 0.02%
400
367
$14K 0.02%
21
368
$14K 0.02%
+237
369
$14K 0.02%
235
370
$14K 0.02%
297
371
$14K 0.02%
200
372
$13K 0.01%
913
373
$13K 0.01%
+457
374
$13K 0.01%
256
375
$13K 0.01%
1,903