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
$658M
AUM Growth
+$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$9.49M
3
+$7.98M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.7M
5
NWBI icon
Northwest Bancshares
NWBI
+$2.29M

Top Sells

1
+$18.1M
2
+$11.3M
3
+$7.59M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.47M
5
PWOD
Penns Woods Bancorp
PWOD
+$2.3M

Sector Composition

1 Financials 6.15%
2 Technology 5.32%
3 Industrials 1.89%
4 Healthcare 1.8%
5 Consumer Staples 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
176
Insulet
PODD
$21.9B
$242K 0.04%
+785
CL icon
177
Colgate-Palmolive
CL
$64.4B
$239K 0.04%
2,995
-48
DHI icon
178
D.R. Horton
DHI
$46B
$239K 0.04%
+1,411
TMO icon
179
Thermo Fisher Scientific
TMO
$220B
$238K 0.04%
491
-4
WMB icon
180
Williams Companies
WMB
$75B
$237K 0.04%
3,737
CRWV
181
CoreWeave Inc
CRWV
$38.4B
$235K 0.04%
+1,718
IHI icon
182
iShares US Medical Devices ETF
IHI
$4.29B
$234K 0.04%
3,902
+1
AOS icon
183
A.O. Smith
AOS
$9.19B
$233K 0.04%
3,179
+15
DNP icon
184
DNP Select Income Fund
DNP
$3.77B
$233K 0.04%
23,240
QMOM icon
185
Alpha Architect US Quantitative Momentum ETF
QMOM
$336M
$229K 0.03%
3,549
VO icon
186
Vanguard Mid-Cap ETF
VO
$88.7B
$229K 0.03%
778
+2
MO icon
187
Altria Group
MO
$99.3B
$228K 0.03%
3,455
+12
BLK icon
188
Blackrock
BLK
$161B
$224K 0.03%
+192
QQQE icon
189
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.24B
$224K 0.03%
2,202
+3
WPM icon
190
Wheaton Precious Metals
WPM
$49.9B
$224K 0.03%
+2,000
BABA icon
191
Alibaba
BABA
$392B
$222K 0.03%
+1,244
YUM icon
192
Yum! Brands
YUM
$41.8B
$216K 0.03%
1,420
+2
COP icon
193
ConocoPhillips
COP
$112B
$214K 0.03%
+2,266
IHE icon
194
iShares US Pharmaceuticals ETF
IHE
$791M
$212K 0.03%
+2,920
PML
195
PIMCO Municipal Income Fund II
PML
$507M
$207K 0.03%
+26,166
TLN
196
Talen Energy Corp
TLN
$17.4B
$204K 0.03%
+479
UNH icon
197
UnitedHealth
UNH
$293B
$202K 0.03%
+585
PBR icon
198
Petrobras
PBR
$80.9B
$195K 0.03%
15,385
-4,661
CLF icon
199
Cleveland-Cliffs
CLF
$7.32B
$122K 0.02%
10,000
-6,215
CI icon
200
Cigna
CI
$73.1B
– –
-689
5 6 7
8
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