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
376
$11K 0.01%
201
+100
377
$11K 0.01%
200
378
$11K 0.01%
+667
379
$10K 0.01%
334
380
$10K 0.01%
175
+12
381
$10K 0.01%
200
+16
382
$10K 0.01%
184
383
$10K 0.01%
246
+30
384
$10K 0.01%
170
+100
385
$10K 0.01%
500
386
$10K 0.01%
500
387
$10K 0.01%
50
388
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100
389
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300
390
$9K 0.01%
319
+49
391
$9K 0.01%
77
392
$9K 0.01%
+200
393
$9K 0.01%
209
+33
394
$9K 0.01%
21
395
$9K 0.01%
275
396
$9K 0.01%
165
397
$9K 0.01%
1,300
398
$9K 0.01%
100
399
$8K 0.01%
+100
400
$8K 0.01%
24
14 15
16
17 18