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
351
$14K 0.01%
975
-3,337
352
$14K 0.01%
1,511
+25
353
$14K 0.01%
734
354
$13K 0.01%
257
355
$13K 0.01%
404
+4
356
$13K 0.01%
1,000
357
$13K 0.01%
1,903
358
$13K 0.01%
+233
359
$13K 0.01%
268
+68
360
$13K 0.01%
689
361
$13K 0.01%
400
-6
362
$12K 0.01%
298
-38
363
$12K 0.01%
913
+47
364
$12K 0.01%
150
365
$12K 0.01%
437
+4
366
$12K 0.01%
256
+103
367
$12K 0.01%
21
368
$12K 0.01%
533
369
$12K 0.01%
+100
370
$12K 0.01%
143
+1
371
$11K 0.01%
300
372
$11K 0.01%
257
+40
373
$11K 0.01%
+240
374
$11K 0.01%
300
375
$11K 0.01%
252
+36
13 14
15
16 17