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
376
$13K 0.01%
233
377
$13K 0.01%
500
378
$13K 0.01%
+120
379
$13K 0.01%
144
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380
$12K 0.01%
298
381
$12K 0.01%
300
382
$12K 0.01%
+100
383
$12K 0.01%
201
384
$12K 0.01%
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385
$11K 0.01%
+267
386
$11K 0.01%
220
+144
387
$11K 0.01%
400
388
$11K 0.01%
1,000
389
$11K 0.01%
900
390
$11K 0.01%
277
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391
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+124
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$11K 0.01%
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393
$11K 0.01%
165
394
$11K 0.01%
400
-513
395
$11K 0.01%
+100
396
$10K 0.01%
184
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$10K 0.01%
300
398
$10K 0.01%
300
399
$10K 0.01%
1,314
400
$10K 0.01%
300