HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
615
New
Increased
Reduced
Closed

Top Buys

1 +$4.31M
2 +$4.29M
3 +$379K
4
CVX icon
Chevron
CVX
+$309K
5
RTX icon
RTX Corp
RTX
+$259K

Top Sells

1 +$2.29M
2 +$391K
3 +$152K
4
TTE icon
TotalEnergies
TTE
+$120K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$106K

Sector Composition

1 Financials 8.23%
2 Energy 6.63%
3 Industrials 5.7%
4 Healthcare 4.95%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$38K 0.03%
700
227
$38K 0.03%
332
228
$38K 0.03%
1,780
+808
229
$38K 0.03%
+2,000
230
$38K 0.03%
6,195
231
$37K 0.03%
762
+58
232
$37K 0.03%
3,208
233
$37K 0.03%
1,255
234
$37K 0.03%
4,878
235
$36K 0.03%
952
+6
236
$36K 0.03%
+487
237
$36K 0.03%
630
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238
$35K 0.03%
1,145
-282
239
$35K 0.03%
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240
$35K 0.03%
1,777
241
$35K 0.03%
749
242
$34K 0.03%
+667
243
$34K 0.03%
289
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244
$34K 0.03%
1,160
245
$33K 0.03%
604
246
$33K 0.03%
700
247
$33K 0.03%
3,244
248
$32K 0.03%
562
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249
$32K 0.03%
1,090
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250
$32K 0.03%
680