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
126
$92K 0.08%
2,434
+5
127
$90K 0.08%
1,921
+100
128
$90K 0.08%
1,115
+4
129
$90K 0.08%
1,887
-500
130
$89K 0.08%
3,200
131
$88K 0.07%
2,505
+1,653
132
$86K 0.07%
3,316
-1,450
133
$86K 0.07%
1,019
134
$86K 0.07%
705
+11
135
$84K 0.07%
2,100
136
$83K 0.07%
1,044
-298
137
$83K 0.07%
1,438
+3
138
$83K 0.07%
+1,895
139
$82K 0.07%
4,205
-193
140
$82K 0.07%
1,334
-336
141
$80K 0.07%
2,177
142
$77K 0.07%
1,489
+1,092
143
$77K 0.07%
1,625
+1,161
144
$75K 0.06%
+1,667
145
$74K 0.06%
1,283
146
$74K 0.06%
498
+268
147
$74K 0.06%
1,032
+3
148
$71K 0.06%
600
149
$71K 0.06%
1,920
150
$70K 0.06%
758
+9
4 5
6
7 8