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 Buys

1
+$15.7M
2
+$545K
3
+$221K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$185K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$109K

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
576
$1K ﹤0.01%
125
577
$1K ﹤0.01%
+7
578
$1K ﹤0.01%
18
579
– –
-130
580
– –
-147
581
– –
-30
582
– –
-400
583
– –
-50
584
– –
-50
585
– –
-700
586
– –
-779
587
$0 ﹤0.01%
1
588
– –
-209
589
– –
-77
590
– –
-100
591
– –
-315
592
– –
-700
593
$0 ﹤0.01%
4
594
$0 ﹤0.01%
17
595
$0 ﹤0.01%
291
596
$0 ﹤0.01%
5
597
– –
-100
598
$0 ﹤0.01%
+43
599
– –
-334
600
– –
-604
22 23
24
25 26