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
301
$21K 0.02%
400
302
$21K 0.02%
218
303
$21K 0.02%
209
304
$21K 0.02%
600
305
$21K 0.02%
5,000
306
$20K 0.02%
+443
307
$20K 0.02%
522
+8
308
$20K 0.02%
+810
309
$20K 0.02%
+745
310
$20K 0.02%
+400
311
$20K 0.02%
530
312
$20K 0.02%
150
313
$20K 0.02%
+780
314
$20K 0.02%
500
315
$19K 0.02%
1,000
316
$19K 0.02%
450
+225
317
$19K 0.02%
850
318
$19K 0.02%
1,527
+29
319
$19K 0.02%
709
320
$19K 0.02%
235
321
$19K 0.02%
250
322
$19K 0.02%
990
323
$18K 0.02%
+100
324
$18K 0.02%
1,081
325
$18K 0.02%
1,571
+26
11 12
13
14 15