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
326
$18K 0.02%
930
327
$18K 0.02%
1,680
328
$18K 0.02%
125
+21
329
$18K 0.02%
200
330
$18K 0.02%
125
331
$18K 0.02%
208
332
$18K 0.02%
1,069
333
$17K 0.01%
907
-578
334
$17K 0.01%
700
335
$17K 0.01%
300
336
$17K 0.01%
352
+200
337
$17K 0.01%
400
338
$16K 0.01%
400
339
$16K 0.01%
833
-421
340
$16K 0.01%
297
341
$16K 0.01%
448
342
$16K 0.01%
1,981
+667
343
$16K 0.01%
142
344
$16K 0.01%
893
345
$16K 0.01%
808
346
$16K 0.01%
147
347
$15K 0.01%
+443
348
$15K 0.01%
999
349
$14K 0.01%
1,755
+47
350
$14K 0.01%
1,000
12 13
14
15 16