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
151
$81K 0.09%
1,036
+3
152
$80K 0.09%
+4,704
153
$79K 0.09%
1,488
154
$77K 0.09%
1,062
-88
155
$76K 0.09%
8,450
156
$75K 0.09%
930
157
$75K 0.09%
941
+122
158
$75K 0.09%
600
159
$75K 0.09%
1,667
160
$75K 0.09%
2,860
+15
161
$74K 0.08%
1,283
162
$74K 0.08%
1,887
163
$74K 0.08%
1,920
164
$73K 0.08%
762
+62
165
$73K 0.08%
983
+2
166
$71K 0.08%
1,804
-133
167
$71K 0.08%
1,625
+1,161
168
$71K 0.08%
950
+89
169
$71K 0.08%
+300
170
$70K 0.08%
456
+2
171
$69K 0.08%
1,985
+18
172
$69K 0.08%
1,345
+80
173
$68K 0.08%
1,135
174
$67K 0.08%
567
175
$67K 0.08%
857
+4