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
451
$5K ﹤0.01%
115
+18
452
$5K ﹤0.01%
796
453
$5K ﹤0.01%
+300
454
$5K ﹤0.01%
555
455
$5K ﹤0.01%
288
456
$5K ﹤0.01%
+104
457
$5K ﹤0.01%
48
+14
458
$5K ﹤0.01%
223
+27
459
$5K ﹤0.01%
200
460
$4K ﹤0.01%
112
+1
461
$4K ﹤0.01%
100
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524
463
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151
-528
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$4K ﹤0.01%
96
465
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300
466
$4K ﹤0.01%
83
+13
467
$4K ﹤0.01%
62
+1
468
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67
+11
469
$4K ﹤0.01%
450
470
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100
471
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+125
472
$4K ﹤0.01%
115
473
$4K ﹤0.01%
159
474
$4K ﹤0.01%
154
475
$4K ﹤0.01%
42