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
501
$4K ﹤0.01%
172
502
$3K ﹤0.01%
1,000
503
$3K ﹤0.01%
100
504
$3K ﹤0.01%
32
505
$3K ﹤0.01%
84
506
$3K ﹤0.01%
36
507
$3K ﹤0.01%
46
508
$3K ﹤0.01%
108
509
$3K ﹤0.01%
+75
510
$3K ﹤0.01%
1,016
-1,100
511
$3K ﹤0.01%
105
512
$3K ﹤0.01%
50
513
$3K ﹤0.01%
33
514
$3K ﹤0.01%
102
515
$3K ﹤0.01%
+74
516
$3K ﹤0.01%
+50
517
$3K ﹤0.01%
47
+1
518
$3K ﹤0.01%
+300
519
$3K ﹤0.01%
214
520
$3K ﹤0.01%
99
-33
521
$3K ﹤0.01%
3
522
$3K ﹤0.01%
21
523
$3K ﹤0.01%
60
524
$3K ﹤0.01%
110
525
$3K ﹤0.01%
68
-200