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
501
$3K ﹤0.01%
+103
502
$3K ﹤0.01%
20
-5
503
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21
504
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60
505
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35
506
$3K ﹤0.01%
46
507
$3K ﹤0.01%
728
-29
508
$3K ﹤0.01%
92
509
$3K ﹤0.01%
+20
510
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1,000
511
$3K ﹤0.01%
+300
512
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32
513
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35
+11
514
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31
515
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19
516
$2K ﹤0.01%
+50
517
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54
518
$2K ﹤0.01%
102
519
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111
+33
520
$2K ﹤0.01%
+60
521
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+20
522
$2K ﹤0.01%
+229
523
$2K ﹤0.01%
+100
524
$2K ﹤0.01%
15
525
$2K ﹤0.01%
101
19 20
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