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
126
$103K 0.12%
3,954
+14
127
$103K 0.12%
3,200
128
$101K 0.12%
6,071
-1,340
129
$101K 0.12%
1,223
-22
130
$99K 0.11%
835
131
$99K 0.11%
2,436
-62
132
$98K 0.11%
1,124
+5
133
$96K 0.11%
597
+100
134
$95K 0.11%
6,199
+1,636
135
$94K 0.11%
2,505
136
$94K 0.11%
2,433
137
$93K 0.11%
2,963
+7
138
$92K 0.1%
733
+69
139
$91K 0.1%
+1,396
140
$91K 0.1%
1,895
141
$91K 0.1%
1,559
-174
142
$89K 0.1%
+5,500
143
$89K 0.1%
3,324
-144
144
$89K 0.1%
1,019
145
$87K 0.1%
1,080
+495
146
$87K 0.1%
2,602
147
$83K 0.09%
1,028
-16
148
$83K 0.09%
5,484
+2,021
149
$83K 0.09%
1,330
150
$82K 0.09%
823
+178