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
476
$4K ﹤0.01%
42
477
$4K ﹤0.01%
139
478
$4K ﹤0.01%
122
-400
479
$4K ﹤0.01%
40
+12
480
$4K ﹤0.01%
300
+150
481
$4K ﹤0.01%
+250
482
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104
483
$4K ﹤0.01%
58
484
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+200
485
$4K ﹤0.01%
75
486
$4K ﹤0.01%
214
487
$4K ﹤0.01%
56
488
$3K ﹤0.01%
+20
489
$3K ﹤0.01%
+300
490
$3K ﹤0.01%
56
491
$3K ﹤0.01%
61
+10
492
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53
493
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210
-15
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3
495
$3K ﹤0.01%
+103
496
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20
-5
497
$3K ﹤0.01%
1,000
498
$3K ﹤0.01%
100
499
$3K ﹤0.01%
84
500
$3K ﹤0.01%
43
18 19
20
21 22