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
476
$4K ﹤0.01%
132
477
$4K ﹤0.01%
122
-400
478
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40
+12
479
$4K ﹤0.01%
300
+150
480
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+250
481
$4K ﹤0.01%
104
482
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58
483
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+200
484
$4K ﹤0.01%
+172
485
$4K ﹤0.01%
75
486
$4K ﹤0.01%
214
487
$4K ﹤0.01%
56
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$3K ﹤0.01%
100
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43
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46
492
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131
+3
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0
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108
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105
496
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56
497
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61
+10
498
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53
499
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210
-15
500
$3K ﹤0.01%
3