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
201
$46K 0.04%
864
202
$45K 0.04%
584
+2
203
$45K 0.04%
495
204
$45K 0.04%
1,400
205
$44K 0.04%
761
206
$44K 0.04%
554
+60
207
$44K 0.04%
600
208
$43K 0.04%
+497
209
$43K 0.04%
1,750
210
$43K 0.04%
637
+225
211
$42K 0.04%
2,412
-41
212
$42K 0.04%
1,050
213
$41K 0.03%
385
+61
214
$41K 0.03%
458
-299
215
$40K 0.03%
503
216
$40K 0.03%
565
217
$40K 0.03%
802
218
$40K 0.03%
4,795
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219
$40K 0.03%
900
220
$40K 0.03%
1,000
221
$40K 0.03%
440
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222
$40K 0.03%
1,340
223
$39K 0.03%
+667
224
$39K 0.03%
771
+202
225
$39K 0.03%
289
+1
7 8
9
10 11