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
501
$3K ﹤0.01%
46
502
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131
+3
503
– –
0
504
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505
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105
506
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507
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508
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35
509
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510
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728
-29
511
$3K ﹤0.01%
92
512
$2K ﹤0.01%
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513
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516
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+50
517
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518
$2K ﹤0.01%
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519
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111
+33
520
$2K ﹤0.01%
+60
521
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+20
522
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+229
523
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+100
524
$2K ﹤0.01%
47
525
$2K ﹤0.01%
15
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