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
476
$5K 0.01%
+120
477
$5K 0.01%
300
478
$5K 0.01%
20
+5
479
$5K 0.01%
123
+1
480
$5K 0.01%
224
481
$5K 0.01%
9
482
$5K 0.01%
58
483
$5K 0.01%
1,300
484
$5K 0.01%
200
485
$4K ﹤0.01%
524
486
$4K ﹤0.01%
96
487
$4K ﹤0.01%
+167
488
$4K ﹤0.01%
70
489
$4K ﹤0.01%
62
490
$4K ﹤0.01%
131
491
$4K ﹤0.01%
450
492
$4K ﹤0.01%
115
493
$4K ﹤0.01%
159
+5
494
$4K ﹤0.01%
50
+30
495
$4K ﹤0.01%
42
496
$4K ﹤0.01%
+41
497
$4K ﹤0.01%
+250
498
$4K ﹤0.01%
250
499
$4K ﹤0.01%
223
500
$4K ﹤0.01%
140