HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Fund
S&P 500
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 8.23%
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
451
$5K ﹤0.01%
115
+18
452
$5K ﹤0.01%
+300
453
$5K ﹤0.01%
555
454
$5K ﹤0.01%
288
455
$5K ﹤0.01%
+104
456
$5K ﹤0.01%
48
+14
457
$5K ﹤0.01%
223
+27
458
$5K ﹤0.01%
200
459
$5K ﹤0.01%
190
460
$4K ﹤0.01%
62
+1
461
$4K ﹤0.01%
67
+11
462
$4K ﹤0.01%
450
463
$4K ﹤0.01%
159
464
$4K ﹤0.01%
154
465
$4K ﹤0.01%
42
466
$4K ﹤0.01%
112
+1
467
$4K ﹤0.01%
100
468
$4K ﹤0.01%
524
469
$4K ﹤0.01%
151
-528
470
$4K ﹤0.01%
96
471
$4K ﹤0.01%
300
472
$4K ﹤0.01%
83
+13
473
$4K ﹤0.01%
100
474
$4K ﹤0.01%
+125
475
$4K ﹤0.01%
115
17 18
19
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