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
626
– –
0
627
– –
-350
628
$0 ﹤0.01%
1
629
$0 ﹤0.01%
18
630
$0 ﹤0.01%
16
631
– –
0
632
– –
0
633
– –
-101
634
– –
0
635
– –
-100
636
$0 ﹤0.01%
9
637
– –
-40
638
– –
-100
639
– –
-50
640
– –
-200
641
$0 ﹤0.01%
97
642
– –
-36
643
– –
-2,800
644
– –
-400
645
$0 ﹤0.01%
41
646
– –
-999
647
– –
-16
648
$0 ﹤0.01%
260
22 23 24 25
26