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
26
$641K 0.73%
41,732
+1,252
27
$637K 0.73%
15,031
-30
28
$608K 0.69%
8,496
-767
29
$600K 0.68%
6,012
-40
30
$593K 0.68%
7,990
+2
31
$565K 0.64%
25,733
-502
32
$565K 0.64%
7,760
33
$561K 0.64%
6,279
-29
34
$558K 0.64%
9,678
-65
35
$543K 0.62%
11,202
+121
36
$529K 0.6%
4,864
+52
37
$514K 0.59%
11,884
+250
38
$505K 0.58%
12,306
+30
39
$492K 0.56%
38,393
+75
40
$491K 0.56%
15,891
-193
41
$489K 0.56%
4,802
42
$487K 0.56%
5,756
-316,462
43
$481K 0.55%
45,772
+9,871
44
$465K 0.53%
6,393
-65
45
$442K 0.5%
9,256
46
$441K 0.5%
6,644
-273
47
$435K 0.5%
3,440
+480
48
$420K 0.48%
3,284
-250
49
$418K 0.48%
4,878
+450
50
$405K 0.46%
6,465