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
451
$6K 0.01%
+1,600
452
$6K 0.01%
190
453
$6K 0.01%
65
454
$6K 0.01%
500
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455
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65
456
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457
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117
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$6K 0.01%
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460
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3
461
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+100
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400
463
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40
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$6K 0.01%
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40
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468
$6K 0.01%
+351
469
$5K 0.01%
450
470
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471
$5K 0.01%
112
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$5K 0.01%
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473
$5K 0.01%
95
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474
$5K 0.01%
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475
$5K 0.01%
+138