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
$622M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$2.68M
3
+$2.25M
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.21M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.16M

Top Sells

1
+$2.63M
2
+$1.4M
3
+$1.14M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$868K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$728K

Sector Composition

1 Financials 6.05%
2 Technology 4.97%
3 Healthcare 1.84%
4 Industrials 1.7%
5 Consumer Staples 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
76
RTX Corp
RTX
$238B
$781K 0.13%
5,346
+68
AMAT icon
77
Applied Materials
AMAT
$181B
$758K 0.12%
4,141
+187
NEE icon
78
NextEra Energy
NEE
$174B
$742K 0.12%
10,682
+57
GE icon
79
GE Aerospace
GE
$325B
$736K 0.12%
2,860
-45
WFC icon
80
Wells Fargo
WFC
$269B
$703K 0.11%
8,773
+1
VGT icon
81
Vanguard Information Technology ETF
VGT
$109B
$684K 0.11%
1,031
+1
ITA icon
82
iShares US Aerospace & Defense ETF
ITA
$11.5B
$682K 0.11%
3,616
+2
ETR icon
83
Entergy
ETR
$43.2B
$662K 0.11%
7,961
+8
V icon
84
Visa
V
$650B
$661K 0.11%
1,860
+15
BAC icon
85
Bank of America
BAC
$389B
$646K 0.1%
13,644
+121
CRDO icon
86
Credo Technology Group
CRDO
$27.7B
$641K 0.1%
6,919
+716
ORCL icon
87
Oracle
ORCL
$678B
$619K 0.1%
2,829
+2
SLV icon
88
iShares Silver Trust
SLV
$23.6B
$618K 0.1%
18,838
+35
EPD icon
89
Enterprise Products Partners
EPD
$67.3B
$612K 0.1%
+19,729
VTV icon
90
Vanguard Value ETF
VTV
$147B
$609K 0.1%
3,446
+7
SPY icon
91
SPDR S&P 500 ETF Trust
SPY
$665B
$608K 0.1%
984
+67
AON icon
92
Aon
AON
$74B
$604K 0.1%
1,691
-30
DUK icon
93
Duke Energy
DUK
$95.9B
$587K 0.09%
4,976
+32
AVGO icon
94
Broadcom
AVGO
$1.63T
$584K 0.09%
2,117
-364
MS icon
95
Morgan Stanley
MS
$258B
$582K 0.09%
4,134
-55
PANW icon
96
Palo Alto Networks
PANW
$144B
$575K 0.09%
2,811
+48
MRVL icon
97
Marvell Technology
MRVL
$77.3B
$557K 0.09%
7,191
+519
VT icon
98
Vanguard Total World Stock ETF
VT
$54.4B
$550K 0.09%
4,279
-15
DDOG icon
99
Datadog
DDOG
$66.4B
$548K 0.09%
4,081
+268
WM icon
100
Waste Management
WM
$81.1B
$538K 0.09%
2,349
+1
2 3
4
5 6