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
176
$66K 0.08%
870
-15
177
$66K 0.08%
4,781
+75
178
$64K 0.07%
500
+100
179
$63K 0.07%
1,062
180
$63K 0.07%
582
+3
181
$62K 0.07%
1,200
182
$62K 0.07%
3,133
+5
183
$62K 0.07%
626
+36
184
$60K 0.07%
1,352
185
$60K 0.07%
2,400
186
$58K 0.07%
1,279
+1,004
187
$58K 0.07%
2,568
188
$57K 0.07%
2,206
189
$57K 0.07%
1,000
190
$57K 0.07%
637
191
$56K 0.06%
1,400
192
$55K 0.06%
583
+383
193
$55K 0.06%
1,208
194
$54K 0.06%
2,175
195
$54K 0.06%
700
196
$54K 0.06%
3,958
+750
197
$54K 0.06%
1,230
198
$54K 0.06%
458
199
$54K 0.06%
451
200
$54K 0.06%
3,551