TF

Tudor Financial Portfolio holdings

AUM $195M
1-Year Est. Return 17.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$7.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.68M
3
+$1.22M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1M
5
MISL icon
First Trust Indxx Aerospace & Defense ETF
MISL
+$835K

Top Sells

1
+$3.23M
2
+$1.02M
3
+$803K
4
RTX icon
RTX Corp
RTX
+$505K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$406K

Sector Composition

1 Technology 8.79%
2 Industrials 7.46%
3 Financials 6.46%
4 Healthcare 4.74%
5 Consumer Staples 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
26
Hershey
HSY
$37B
$2.17M 1.11%
11,915
SLV icon
27
iShares Silver Trust
SLV
$38.7B
$2.17M 1.11%
+33,642
LOW icon
28
Lowe's Companies
LOW
$131B
$2.07M 1.06%
8,566
+241
IAU icon
29
iShares Gold Trust
IAU
$73.8B
$1.99M 1.02%
24,471
+1,054
CNI icon
30
Canadian National Railway
CNI
$68.5B
$1.64M 0.84%
16,640
+1,045
CAT icon
31
Caterpillar
CAT
$414B
$1.58M 0.81%
2,752
-44
PFF icon
32
iShares Preferred and Income Securities ETF
PFF
$14B
$1.55M 0.79%
49,966
+765
AEP icon
33
American Electric Power
AEP
$74.4B
$1.51M 0.78%
13,135
PG icon
34
Procter & Gamble
PG
$343B
$1.49M 0.76%
10,402
-65
PGX icon
35
Invesco Preferred ETF
PGX
$3.91B
$1.44M 0.74%
128,005
+9,280
VT icon
36
Vanguard Total World Stock ETF
VT
$68.5B
$1.42M 0.73%
10,070
+65
V icon
37
Visa
V
$631B
$1.42M 0.73%
4,046
-20
CSCO icon
38
Cisco
CSCO
$363B
$1.4M 0.72%
18,181
-4,028
IJR icon
39
iShares Core S&P Small-Cap ETF
IJR
$102B
$1.37M 0.7%
11,438
+1,016
APD icon
40
Air Products & Chemicals
APD
$67B
$1.37M 0.7%
5,530
-26
IJH icon
41
iShares Core S&P Mid-Cap ETF
IJH
$115B
$1.28M 0.66%
19,409
+1,259
XOM icon
42
Exxon Mobil
XOM
$635B
$1.26M 0.65%
10,507
+1,218
IBB icon
43
iShares Biotechnology ETF
IBB
$8.05B
$1.25M 0.64%
7,387
+4,497
NOC icon
44
Northrop Grumman
NOC
$80.7B
$1.22M 0.62%
2,140
TRV icon
45
Travelers Companies
TRV
$64.8B
$1.22M 0.62%
4,200
FDN icon
46
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.98B
$1.18M 0.61%
4,400
-529
JNJ icon
47
Johnson & Johnson
JNJ
$547B
$1.17M 0.6%
5,672
+3
AMZN icon
48
Amazon
AMZN
$2.88T
$1.16M 0.59%
5,004
+130
BAC icon
49
Bank of America
BAC
$380B
$1.15M 0.59%
20,933
+728
ORCL icon
50
Oracle
ORCL
$494B
$1.14M 0.58%
5,856
-573
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