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
601
– –
-352
602
$0 ﹤0.01%
23
603
$0 ﹤0.01%
6
604
– –
-35
605
$0 ﹤0.01%
11
606
$0 ﹤0.01%
8
607
– –
-300
608
– –
-159
609
– –
-60
610
$0 ﹤0.01%
8
611
– –
-80
612
– –
-83
613
– –
-2,450
614
– –
0
615
– –
0
616
– –
-103
617
– –
-400
618
– –
-90
619
– –
-250
620
– –
-104
621
$0 ﹤0.01%
10
622
– –
0
623
– –
-350
624
$0 ﹤0.01%
1
625
$0 ﹤0.01%
18
22 23 24
25
26