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
551
$2K ﹤0.01%
62
552
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50
553
$2K ﹤0.01%
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$1K ﹤0.01%
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556
$1K ﹤0.01%
166
557
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10
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11
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$1K ﹤0.01%
34
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$1K ﹤0.01%
61
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$1K ﹤0.01%
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$1K ﹤0.01%
30
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77
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$1K ﹤0.01%
21
567
$1K ﹤0.01%
38
568
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201
569
$1K ﹤0.01%
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570
$1K ﹤0.01%
100
571
$1K ﹤0.01%
300
572
$1K ﹤0.01%
10
573
$1K ﹤0.01%
25
574
$1K ﹤0.01%
12
575
$1K ﹤0.01%
+55