TF

Tudor Financial Portfolio holdings

AUM $188M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$355K
3
+$248K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$218K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$214K

Top Sells

1
+$513K
2
+$380K
3
+$244K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$109K

Sector Composition

1 Technology 8.14%
2 Industrials 7.96%
3 Financials 6.66%
4 Healthcare 4.34%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$822B
$9.57M 5.09%
15,633
-223
IWB icon
2
iShares Russell 1000 ETF
IWB
$45.5B
$8.84M 4.7%
24,183
-5
DIA icon
3
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.5B
$8.78M 4.66%
18,923
-236
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.3B
$8.07M 4.29%
99,400
+1,381
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$71.6B
$6.85M 3.64%
251,028
+2,175
SCHF icon
6
Schwab International Equity ETF
SCHF
$52.9B
$6.43M 3.42%
276,145
+1,880
CTAS icon
7
Cintas
CTAS
$75.4B
$4.62M 2.46%
22,530
-4
QQQ icon
8
Invesco QQQ Trust
QQQ
$404B
$4.45M 2.36%
7,408
+24
ITA icon
9
iShares US Aerospace & Defense ETF
ITA
$12.3B
$4.15M 2.21%
19,841
+343
IGV icon
10
iShares Expanded Tech-Software Sector ETF
IGV
$8.35B
$3.76M 2%
32,729
-199
IAI icon
11
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.55B
$3.33M 1.77%
18,844
+418
ALL icon
12
Allstate
ALL
$54.2B
$3.27M 1.74%
15,234
+1
IAK icon
13
iShares US Insurance ETF
IAK
$500M
$3.23M 1.72%
24,135
+376
IVV icon
14
iShares Core S&P 500 ETF
IVV
$699B
$3.17M 1.68%
4,737
+258
AMGN icon
15
Amgen
AMGN
$171B
$2.97M 1.58%
10,533
+201
NVDA icon
16
NVIDIA
NVDA
$4.25T
$2.83M 1.5%
15,148
+285
IYJ icon
17
iShares US Industrials ETF
IYJ
$1.72B
$2.7M 1.44%
18,543
+192
SPY icon
18
SPDR S&P 500 ETF Trust
SPY
$714B
$2.67M 1.42%
4,008
-10
AAPL icon
19
Apple
AAPL
$4.11T
$2.66M 1.42%
10,464
-4
JPM icon
20
JPMorgan Chase
JPM
$867B
$2.57M 1.37%
8,157
-87
MSFT icon
21
Microsoft
MSFT
$3.56T
$2.49M 1.33%
4,817
-168
RSP icon
22
Invesco S&P 500 Equal Weight ETF
RSP
$76B
$2.39M 1.27%
12,606
+237
EFA icon
23
iShares MSCI EAFE ETF
EFA
$70B
$2.3M 1.22%
24,594
+125
HSY icon
24
Hershey
HSY
$36.9B
$2.23M 1.18%
11,915
VIG icon
25
Vanguard Dividend Appreciation ETF
VIG
$102B
$2.22M 1.18%
10,299
-20
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