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
401
$10K 0.01%
+372
402
$10K 0.01%
+218
403
$10K 0.01%
300
404
$10K 0.01%
21
405
$10K 0.01%
100
406
$10K 0.01%
300
407
$10K 0.01%
310
408
$9K 0.01%
+50
409
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213
410
$9K 0.01%
100
411
$9K 0.01%
171
+37
412
$9K 0.01%
246
413
$9K 0.01%
240
414
$9K 0.01%
963
+5
415
$9K 0.01%
247
-1,500
416
$9K 0.01%
+61
417
$9K 0.01%
100
418
$9K 0.01%
896
419
$9K 0.01%
50
420
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211
421
$8K 0.01%
100
422
$8K 0.01%
24
423
$8K 0.01%
300
424
$8K 0.01%
+137
425
$8K 0.01%
+131