HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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 +$261K
4
BEAM
BEAM INC COM STK (DE)
BEAM
+$233K
5
D icon
Dominion Energy
D
+$53.8K

Sector Composition

1 Financials 11.5%
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
626
$0 ﹤0.01%
1
627
$0 ﹤0.01%
18
628
$0 ﹤0.01%
16
629
0
630
0
631
-101
632
0
633
-100
634
$0 ﹤0.01%
9
635
$0 ﹤0.01%
4
636
-40
637
-100
638
-50
639
-200
640
$0 ﹤0.01%
97
641
-36
642
-2,800
643
-400
644
$0 ﹤0.01%
41
645
-999
646
-16
647
$0 ﹤0.01%
260
648
-159