TF

Tudor Financial Portfolio holdings

AUM $176M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.62M
3
+$1.44M
4
CNI icon
Canadian National Railway
CNI
+$1.38M
5
QQXT icon
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
+$884K

Top Sells

1
+$1.9M
2
+$989K
3
+$989K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$976K
5
VOX icon
Vanguard Communication Services ETF
VOX
+$771K

Sector Composition

1 Industrials 8.33%
2 Technology 7.76%
3 Financials 6.71%
4 Healthcare 4.63%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$783B
$9.01M 5.1%
15,856
-635
DIA icon
2
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.7B
$8.44M 4.78%
19,159
+172
IWB icon
3
iShares Russell 1000 ETF
IWB
$46.2B
$8.21M 4.65%
24,188
-731
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$7.91M 4.48%
98,019
+701
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$70.6B
$6.59M 3.74%
248,853
+110
SCHF icon
6
Schwab International Equity ETF
SCHF
$53.2B
$6.06M 3.43%
274,265
+12,095
CTAS icon
7
Cintas
CTAS
$76.3B
$5.02M 2.85%
22,534
+4
QQQ icon
8
Invesco QQQ Trust
QQQ
$402B
$4.07M 2.31%
7,384
+168
ITA icon
9
iShares US Aerospace & Defense ETF
ITA
$11.9B
$3.68M 2.08%
19,498
-218
IGV icon
10
iShares Expanded Tech-Software Sector ETF
IGV
$10.4B
$3.61M 2.04%
32,928
-1,222
IAK icon
11
iShares US Insurance ETF
IAK
$669M
$3.19M 1.81%
23,759
-707
IAI icon
12
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.57B
$3.12M 1.77%
18,426
-425
ALL icon
13
Allstate
ALL
$50.3B
$3.07M 1.74%
15,233
AMGN icon
14
Amgen
AMGN
$157B
$2.88M 1.63%
10,332
+2
IVV icon
15
iShares Core S&P 500 ETF
IVV
$682B
$2.78M 1.58%
4,479
+127
IYJ icon
16
iShares US Industrials ETF
IYJ
$1.71B
$2.61M 1.48%
18,351
-416
SPY icon
17
SPDR S&P 500 ETF Trust
SPY
$682B
$2.48M 1.41%
4,018
-510
MSFT icon
18
Microsoft
MSFT
$4.03T
$2.48M 1.41%
4,985
-77
JPM icon
19
JPMorgan Chase
JPM
$831B
$2.39M 1.35%
8,244
+81
NVDA icon
20
NVIDIA
NVDA
$4.89T
$2.35M 1.33%
14,863
+61
RSP icon
21
Invesco S&P 500 Equal Weight ETF
RSP
$74.9B
$2.25M 1.27%
12,369
+569
EFA icon
22
iShares MSCI EAFE ETF
EFA
$69B
$2.19M 1.24%
+24,469
AAPL icon
23
Apple
AAPL
$3.99T
$2.15M 1.22%
10,468
-727
VIG icon
24
Vanguard Dividend Appreciation ETF
VIG
$99.6B
$2.11M 1.2%
10,319
-125
HSY icon
25
Hershey
HSY
$36.5B
$1.98M 1.12%
11,915
+9,785
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