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
51
$401K 0.46%
4,527
+16
52
$372K 0.42%
3,107
+3
53
$365K 0.42%
4,334
+5
54
$355K 0.4%
7,494
-99
55
$348K 0.4%
3,452
+7
56
$339K 0.39%
7,564
+48
57
$335K 0.38%
4,837
+133
58
$334K 0.38%
18,677
+2,721
59
$314K 0.36%
4,663
+963
60
$307K 0.35%
8,272
-7,228
61
$306K 0.35%
15,720
62
$302K 0.34%
7,233
+143
63
$296K 0.34%
5,120
64
$295K 0.34%
21,200
65
$293K 0.33%
1,728
66
$291K 0.33%
3,950
+1,350
67
$280K 0.32%
4,625
68
$280K 0.32%
4,104
+3
69
$279K 0.32%
16,435
70
$275K 0.31%
4,739
+1
71
$274K 0.31%
2,299
+1
72
$270K 0.31%
3,102
73
$259K 0.3%
4,700
74
$252K 0.29%
4,585
-209
75
$248K 0.28%
3,623
+208