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
526
$3K ﹤0.01%
41
+6
527
$3K ﹤0.01%
104
528
$3K ﹤0.01%
+150
529
$3K ﹤0.01%
53
530
$3K ﹤0.01%
75
531
$3K ﹤0.01%
214
532
$3K ﹤0.01%
56
533
$3K ﹤0.01%
20
534
$2K ﹤0.01%
32
+1
535
$2K ﹤0.01%
34
536
0
537
$2K ﹤0.01%
24
538
0
539
$2K ﹤0.01%
19
540
$2K ﹤0.01%
54
541
$2K ﹤0.01%
20
542
$2K ﹤0.01%
40
543
$2K ﹤0.01%
229
544
$2K ﹤0.01%
+29
545
$2K ﹤0.01%
+40
546
$2K ﹤0.01%
15
547
$2K ﹤0.01%
380
548
$2K ﹤0.01%
35
549
$2K ﹤0.01%
200
550
$2K ﹤0.01%
48