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
176
$57K 0.05%
2,197
+11
177
$57K 0.05%
645
178
$56K 0.05%
1,124
+986
179
$56K 0.05%
+956
180
$55K 0.05%
1,404
181
$55K 0.05%
451
+4
182
$55K 0.05%
1,265
183
$55K 0.05%
3,551
184
$54K 0.05%
+1,001
185
$53K 0.04%
400
186
$53K 0.04%
+700
187
$53K 0.04%
849
188
$52K 0.04%
+900
189
$51K 0.04%
+1,150
190
$50K 0.04%
+975
191
$50K 0.04%
+1,000
192
$50K 0.04%
999
193
$49K 0.04%
+1,400
194
$48K 0.04%
1,477
+7
195
$48K 0.04%
+522
196
$47K 0.04%
706
+5
197
$47K 0.04%
603
+582
198
$47K 0.04%
2,051
199
$47K 0.04%
254
200
$47K 0.04%
1,870
+214
6 7
8
9 10