HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$680M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$2.97M
3
+$2.93M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.46M
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$1.76M

Top Sells

1
+$4.58M
2
+$4.24M
3
+$3.3M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$2.26M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.79M

Sector Composition

1 Financials 5.75%
2 Technology 4.76%
3 Healthcare 2.2%
4 Industrials 2.19%
5 Energy 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VT icon
101
Vanguard Total World Stock ETF
VT
$75.1B
$591K 0.09%
4,270
-22
TSLA icon
102
Tesla
TSLA
$1.64T
$590K 0.09%
1,587
+12
DDOG icon
103
Datadog
DDOG
$88B
$587K 0.09%
4,970
+664
NEAR icon
104
iShares Short Maturity Bond ETF
NEAR
$4.55B
$578K 0.09%
11,372
+1,094
MRVL icon
105
Marvell Technology
MRVL
$179B
$575K 0.08%
5,806
-790
V icon
106
Visa
V
$621B
$568K 0.08%
1,880
+2
CRDO icon
107
Credo Technology Group
CRDO
$43.5B
$550K 0.08%
5,864
+837
AON icon
108
Aon
AON
$67.5B
$546K 0.08%
1,691
WM icon
109
Waste Management
WM
$84.9B
$541K 0.08%
2,353
+1
CRWV
110
CoreWeave Inc
CRWV
$59.8B
$540K 0.08%
6,975
+1,407
WEC icon
111
WEC Energy
WEC
$36.2B
$523K 0.08%
4,513
INTC icon
112
Intel
INTC
$576B
$517K 0.08%
11,710
-111
PPH icon
113
VanEck Pharmaceutical ETF
PPH
$952M
$500K 0.07%
4,817
-5,921
ABBV icon
114
AbbVie
ABBV
$385B
$499K 0.07%
2,296
+62
WELL icon
115
Welltower
WELL
$145B
$494K 0.07%
2,500
+4
NET icon
116
Cloudflare
NET
$85.5B
$494K 0.07%
+2,393
HON icon
117
Honeywell
HON
$151B
$487K 0.07%
2,156
-86
PNC icon
118
PNC Financial Services
PNC
$88.8B
$483K 0.07%
2,322
+200
CMI icon
119
Cummins
CMI
$89.2B
$482K 0.07%
896
-76
CRM icon
120
Salesforce
CRM
$157B
$481K 0.07%
2,575
+1,140
LQD icon
121
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.7B
$480K 0.07%
4,408
+23
PM icon
122
Philip Morris
PM
$276B
$477K 0.07%
2,883
+54
NFLX icon
123
Netflix
NFLX
$362B
$477K 0.07%
4,956
+928
APD icon
124
Air Products & Chemicals
APD
$62B
$476K 0.07%
1,639
+26
EFA icon
125
iShares MSCI EAFE ETF
EFA
$77.3B
$464K 0.07%
+4,775
3 4
5
6 7