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
$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 8.2%
2 Energy 6.63%
3 Industrials 5.7%
4 Healthcare 4.95%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K 0.02%
438
277
$28K 0.02%
266
278
$28K 0.02%
911
-491
279
$28K 0.02%
401
-46
280
$27K 0.02%
350
281
$27K 0.02%
766
282
$27K 0.02%
+1,059
283
$26K 0.02%
1,758
-134
284
$26K 0.02%
1,118
285
$26K 0.02%
828
286
$25K 0.02%
+1,044
287
$25K 0.02%
546
+4
288
$25K 0.02%
167
289
$25K 0.02%
900
290
$24K 0.02%
621
+18
291
$24K 0.02%
353
292
$24K 0.02%
924
293
$24K 0.02%
747
-1
294
$24K 0.02%
185
295
$24K 0.02%
580
296
$24K 0.02%
+400
297
$23K 0.02%
1,059
298
$22K 0.02%
+686
299
$21K 0.02%
896
300
$21K 0.02%
648
+240
10 11
12
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