HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.2%
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 +$4.32M
2 +$4.28M
3 +$373K
4
CVX icon
Chevron
CVX
+$299K
5
RTX icon
RTX Corp
RTX
+$247K

Top Sells

1 +$2.32M
2 +$419K
3 +$153K
4
TTE icon
TotalEnergies
TTE
+$116K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$107K

Sector Composition

1 Financials 8.23%
2 Energy 6.63%
3 Industrials 5.7%
4 Healthcare 4.95%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$11K 0.01%
201
+100
377
$11K 0.01%
257
+40
378
$11K 0.01%
+240
379
$10K 0.01%
500
380
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334
381
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175
+12
382
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200
+16
383
$10K 0.01%
184
384
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246
+30
385
$10K 0.01%
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+100
386
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500
387
$10K 0.01%
50
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100
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+200
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209
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394
$9K 0.01%
21
395
$9K 0.01%
275
396
$9K 0.01%
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397
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1,300
398
$9K 0.01%
100
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+100
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