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
51
$364K 0.31%
3,100
+354
52
$351K 0.3%
2,964
53
$340K 0.29%
7,531
-2,350
54
$337K 0.29%
35,775
-79
55
$335K 0.28%
4,428
56
$331K 0.28%
6,073
-196
57
$330K 0.28%
4,704
58
$318K 0.27%
3,273
+257
59
$317K 0.27%
18,785
-1,415
60
$316K 0.27%
7,478
+28
61
$307K 0.26%
14,900
+318
62
$283K 0.24%
5,120
63
$281K 0.24%
5,150
64
$279K 0.24%
25,100
65
$276K 0.23%
8,946
-254
66
$273K 0.23%
9,256
67
$273K 0.23%
4,865
-450
68
$270K 0.23%
4,719
+1,000
69
$269K 0.23%
4,131
+1,668
70
$267K 0.23%
7,125
+2,604
71
$261K 0.22%
21,964
+499
72
$260K 0.22%
14,621
+3,384
73
$252K 0.21%
3,206
+17
74
$251K 0.21%
2,722
+289
75
$241K 0.2%
2,484
+7
1 2
3
4 5