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
201
$53K 0.06%
2,051
202
$53K 0.06%
1,001
203
$53K 0.06%
1,400
204
$53K 0.06%
603
205
$52K 0.06%
692
206
$50K 0.06%
1,052
207
$50K 0.06%
495
208
$49K 0.06%
1,870
209
$49K 0.06%
1,750
210
$48K 0.05%
718
+7
211
$48K 0.05%
1,404
212
$47K 0.05%
600
213
$47K 0.05%
900
214
$47K 0.05%
5,004
+101
215
$47K 0.05%
+165
216
$47K 0.05%
761
217
$47K 0.05%
1,150
218
$47K 0.05%
2,000
219
$46K 0.05%
1,050
220
$46K 0.05%
926
+152
221
$46K 0.05%
+1,822
222
$46K 0.05%
1,492
+8
223
$46K 0.05%
556
-59
224
$46K 0.05%
1,792
+8
225
$46K 0.05%
497