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
101
$162K 0.18%
1,275
+4
102
$162K 0.18%
1,997
-40
103
$157K 0.18%
14,840
104
$156K 0.18%
934
-18
105
$150K 0.17%
14,594
+121
106
$145K 0.17%
9,632
107
$143K 0.16%
1,373
+1
108
$143K 0.16%
1,843
+43
109
$141K 0.16%
1,988
+3
110
$140K 0.16%
3,557
111
$136K 0.16%
2,500
+1,741
112
$136K 0.16%
1,935
-79
113
$134K 0.15%
2,800
114
$134K 0.15%
340
-58
115
$132K 0.15%
2,506
-507,490
116
$131K 0.15%
3,694
+3,082
117
$128K 0.15%
4,675
-200
118
$127K 0.14%
1,545
119
$119K 0.14%
2,922
+5
120
$118K 0.13%
3,127
121
$118K 0.13%
1,843
+403
122
$117K 0.13%
2,880
123
$110K 0.13%
2,100
124
$109K 0.12%
1,813
+651
125
$107K 0.12%
1,921