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 Buys

1
+$15.7M
2
+$545K
3
+$221K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$185K
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$109K

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
1
$16.1M 18.32%
147,323
+143,810
2
$3.93M 4.49%
39,065
-58
3
$3.15M 3.59%
59,856
+1,151
4
$1.82M 2.07%
14,421
-49
5
$1.5M 1.71%
30,663
+154
6
$1.47M 1.68%
44,464
+1,921
7
$1.38M 1.58%
125,494
8
$1.26M 1.43%
10,123
+7
9
$1.25M 1.42%
22,604
+262
10
$1.24M 1.42%
46,585
+327
11
$1.2M 1.37%
41,738
+796
12
$1.19M 1.36%
58,951
-2,000
13
$1.15M 1.32%
6,649
-13
14
$1.11M 1.26%
18,478
+9,089
15
$990K 1.13%
42,624
+9,500
16
$967K 1.1%
71,832
+1,131
17
$963K 1.1%
9,203
+55
18
$911K 1.04%
6,977
+123
19
$812K 0.93%
7,883
+406
20
$787K 0.9%
18,256
-798
21
$767K 0.87%
8,940
+117
22
$743K 0.85%
26,383
+651
23
$725K 0.83%
8,798
+100
24
$679K 0.77%
21,626
25
$655K 0.75%
8,330
-69
1
2 3 4 5