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
101
$151K 0.13%
2,144
+113
102
$147K 0.12%
1,859
+550
103
$139K 0.12%
14,392
+168
104
$134K 0.11%
2,011
+785
105
$134K 0.11%
3,557
+368
106
$132K 0.11%
5,025
-2,235
107
$129K 0.11%
388
108
$129K 0.11%
460
109
$125K 0.11%
5,175
110
$124K 0.11%
2,800
111
$123K 0.1%
1,800
112
$123K 0.1%
1,371
+187
113
$123K 0.1%
3,092
+2,017
114
$115K 0.1%
3,464
+988
115
$115K 0.1%
7,396
+12
116
$110K 0.09%
3,127
117
$101K 0.09%
1,981
+5
118
$100K 0.08%
1,245
-1,898
119
$97K 0.08%
1,496
120
$96K 0.08%
12,950
-5,538
121
$95K 0.08%
864
+392
122
$94K 0.08%
1,397
+31
123
$94K 0.08%
1,733
+1,391
124
$93K 0.08%
2,430
+3
125
$93K 0.08%
2,911
-2,753
3 4
5
6 7