HI

Hudock Inc Portfolio holdings

AUM $679M
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.1M
2
+$9.18M
3
+$7.86M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.62M
5
NWBI icon
Northwest Bancshares
NWBI
+$2.33M

Top Sells

1
+$18.1M
2
+$11.1M
3
+$7.46M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.45M
5
PWOD
Penns Woods Bancorp
PWOD
+$2.3M

Sector Composition

1 Financials 6.15%
2 Technology 5.32%
3 Industrials 1.89%
4 Healthcare 1.8%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$351B
$1.78M 0.27%
26,820
+106
GOOG icon
52
Alphabet (Google) Class C
GOOG
$3.77T
$1.74M 0.26%
7,138
-459
VZ icon
53
Verizon
VZ
$211B
$1.68M 0.26%
38,255
-1,587
AMGN icon
54
Amgen
AMGN
$209B
$1.65M 0.25%
5,861
+39
SOFI icon
55
SoFi Technologies
SOFI
$22.6B
$1.55M 0.24%
58,563
-4,732
MCD icon
56
McDonald's
MCD
$243B
$1.45M 0.22%
4,765
+21
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$582B
$1.36M 0.21%
4,145
-159
XLV icon
58
State Street Health Care Select Sector SPDR ETF
XLV
$42.8B
$1.28M 0.19%
9,211
-156
WMT icon
59
Walmart Inc
WMT
$1.02T
$1.27M 0.19%
12,301
-381
ARTY
60
iShares Future AI & Tech ETF
ARTY
$2.31B
$1.23M 0.19%
26,898
+106
GOOGL icon
61
Alphabet (Google) Class A
GOOGL
$3.77T
$1.2M 0.18%
4,950
+134
VXUS icon
62
Vanguard Total International Stock ETF
VXUS
$140B
$1.19M 0.18%
16,251
+1,248
META icon
63
Meta Platforms (Facebook)
META
$1.64T
$1.18M 0.18%
1,612
+44
GS icon
64
Goldman Sachs
GS
$258B
$1.13M 0.17%
1,419
+61
GLD icon
65
SPDR Gold Trust
GLD
$186B
$1.1M 0.17%
3,099
-2
XLP icon
66
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.4B
$1.03M 0.16%
13,140
+459
PEP icon
67
PepsiCo
PEP
$232B
$994K 0.15%
7,079
+70
HL icon
68
Hecla Mining
HL
$16.7B
$993K 0.15%
82,076
+34
VTEB icon
69
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44B
$991K 0.15%
19,789
+11,700
VTV icon
70
Vanguard Value ETF
VTV
$171B
$968K 0.15%
5,190
+1,744
PFE icon
71
Pfizer
PFE
$157B
$965K 0.15%
37,875
-418
MGV icon
72
Vanguard Mega Cap Value ETF
MGV
$11.7B
$937K 0.14%
6,802
+52
HD icon
73
Home Depot
HD
$379B
$908K 0.14%
2,241
-11
LMT icon
74
Lockheed Martin
LMT
$151B
$906K 0.14%
1,814
-10
RTX icon
75
RTX Corp
RTX
$272B
$895K 0.14%
5,350
+4
1 2
3
4 5