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
26
$618K 0.52%
14,965
+253
27
$614K 0.52%
5,284
28
$608K 0.52%
48,179
+30,000
29
$583K 0.49%
10,963
+41
30
$574K 0.49%
8,048
+850
31
$571K 0.48%
9,759
+2,345
32
$550K 0.47%
7,963
+23
33
$543K 0.46%
12,984
-2,497
34
$523K 0.44%
6,302
35
$520K 0.44%
6,194
36
$496K 0.42%
7,760
37
$493K 0.42%
16,600
+200
38
$480K 0.41%
6,841
+11
39
$461K 0.39%
4,802
40
$456K 0.39%
6,366
+3,617
41
$439K 0.37%
4,840
+52
42
$435K 0.37%
7,220
-21
43
$431K 0.37%
24,165
-99
44
$419K 0.36%
7,119
+612
45
$415K 0.35%
15,978
+3,640
46
$399K 0.34%
5,980
+38
47
$391K 0.33%
4,491
+22
48
$383K 0.32%
12,102
-766
49
$377K 0.32%
4,326
+1,394
50
$366K 0.31%
3,491
-21,867
1
2
3 4 5