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
76
$238K 0.2%
2,298
+2,176
77
$237K 0.2%
9,033
+765
78
$233K 0.2%
3,102
79
$222K 0.19%
4,700
+650
80
$210K 0.18%
7,025
+1,720
81
$210K 0.18%
1,840
+1,240
82
$209K 0.18%
3,391
+113
83
$195K 0.17%
8,674
-826
84
$192K 0.16%
1,727
85
$191K 0.16%
2,800
86
$191K 0.16%
14,840
+13,840
87
$188K 0.16%
4,684
88
$188K 0.16%
2,421
+6
89
$187K 0.16%
1,367
+416
90
$183K 0.16%
11,844
+2,015
91
$172K 0.15%
4,837
+25
92
$172K 0.15%
8,160
+200
93
$169K 0.14%
2,050
+1,000
94
$166K 0.14%
4,331
+1,506
95
$165K 0.14%
1,648
+493
96
$165K 0.14%
930
+2
97
$164K 0.14%
3,956
+3,056
98
$162K 0.14%
6,272
99
$159K 0.13%
3,946
+1,907
100
$153K 0.13%
10,032
2 3
4
5 6