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
426
$8K 0.01%
+315
427
$8K 0.01%
399
428
$8K 0.01%
200
429
$8K 0.01%
190
430
$8K 0.01%
1,000
431
$8K 0.01%
200
432
$8K 0.01%
200
433
$8K 0.01%
87
434
$7K 0.01%
549
435
$7K 0.01%
796
436
$7K 0.01%
250
437
$7K 0.01%
150
438
$7K 0.01%
110
439
$7K 0.01%
195
440
$7K 0.01%
200
441
$7K 0.01%
62
442
$7K 0.01%
81
443
$7K 0.01%
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444
$7K 0.01%
1,396
445
$7K 0.01%
+168
446
$7K 0.01%
284
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447
$7K 0.01%
400
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448
$7K 0.01%
526
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449
$7K 0.01%
667
450
$7K 0.01%
+206