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
76
$243K 0.28%
2,495
+6
77
$239K 0.27%
5,537
+1,712
78
$238K 0.27%
3,355
+21
79
$237K 0.27%
9,480
+453
80
$236K 0.27%
2,660
+1
81
$235K 0.27%
6,366
+1,021
82
$218K 0.25%
1,840
83
$217K 0.25%
2,431
+5
84
$212K 0.24%
8,534
-305
85
$210K 0.24%
17,100
86
$208K 0.24%
7,160
+6,357
87
$208K 0.24%
7,860
-100
88
$207K 0.24%
4,883
+22
89
$205K 0.23%
3,297
-99
90
$204K 0.23%
1,859
91
$202K 0.23%
2,354
+205
92
$191K 0.22%
11,096
+680
93
$186K 0.21%
3,956
94
$183K 0.21%
5,061
+2,591
95
$182K 0.21%
4,346
+10
96
$177K 0.2%
560
+100
97
$176K 0.2%
1,648
98
$172K 0.2%
3,960
+7
99
$170K 0.19%
5,481
+1,377
100
$164K 0.19%
6,271