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
151
$69K 0.06%
1,012
152
$67K 0.06%
+930
153
$67K 0.06%
2,830
+16
154
$66K 0.06%
1,074
-1,947
155
$65K 0.06%
577
+2
156
$64K 0.05%
452
+2
157
$64K 0.05%
1,948
+26
158
$63K 0.05%
+567
159
$63K 0.05%
1,525
160
$63K 0.05%
1,161
+116
161
$63K 0.05%
1,208
162
$62K 0.05%
1,185
+200
163
$62K 0.05%
868
+33
164
$62K 0.05%
3,126
+3
165
$62K 0.05%
+1,747
166
$62K 0.05%
2,568
-1
167
$61K 0.05%
819
+700
168
$61K 0.05%
2,400
169
$60K 0.05%
1,200
170
$60K 0.05%
836
+222
171
$59K 0.05%
1,350
172
$59K 0.05%
+1,135
173
$58K 0.05%
4,552
+1,559
174
$58K 0.05%
2,950
+8
175
$58K 0.05%
4,657
+105
5 6
7
8 9