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
LOW icon
26
Lowe's Companies
LOW
$139B
$2.09M 1.11%
8,325
+92
GOOG icon
27
Alphabet (Google) Class C
GOOG
$3.75T
$2.02M 1.08%
8,308
-1,000
ORCL icon
28
Oracle
ORCL
$546B
$1.81M 0.96%
6,429
-100
IAU icon
29
iShares Gold Trust
IAU
$67.2B
$1.7M 0.91%
23,417
+323
PG icon
30
Procter & Gamble
PG
$334B
$1.61M 0.85%
10,467
-325
PFF icon
31
iShares Preferred and Income Securities ETF
PFF
$14.2B
$1.56M 0.83%
49,201
-255
CSCO icon
32
Cisco
CSCO
$307B
$1.52M 0.81%
22,209
+7
APD icon
33
Air Products & Chemicals
APD
$54.1B
$1.52M 0.81%
5,556
AEP icon
34
American Electric Power
AEP
$61B
$1.48M 0.79%
13,135
CNI icon
35
Canadian National Railway
CNI
$60.3B
$1.47M 0.78%
15,595
V icon
36
Visa
V
$671B
$1.39M 0.74%
4,066
-31
FDN icon
37
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.83B
$1.38M 0.73%
4,929
-246
VT icon
38
Vanguard Total World Stock ETF
VT
$58.6B
$1.38M 0.73%
10,005
+125
PGX icon
39
Invesco Preferred ETF
PGX
$3.92B
$1.38M 0.73%
118,725
-645
CAT icon
40
Caterpillar
CAT
$280B
$1.33M 0.71%
2,796
-49
NOC icon
41
Northrop Grumman
NOC
$81.3B
$1.3M 0.69%
2,140
HD icon
42
Home Depot
HD
$358B
$1.26M 0.67%
3,101
-41
IJR icon
43
iShares Core S&P Small-Cap ETF
IJR
$90.7B
$1.24M 0.66%
10,422
+372
IJH icon
44
iShares Core S&P Mid-Cap ETF
IJH
$103B
$1.18M 0.63%
18,150
+600
TRV icon
45
Travelers Companies
TRV
$63.6B
$1.17M 0.62%
4,200
RTX icon
46
RTX Corp
RTX
$240B
$1.13M 0.6%
6,752
+1
AMZN icon
47
Amazon
AMZN
$2.42T
$1.07M 0.57%
4,874
+40
JNJ icon
48
Johnson & Johnson
JNJ
$510B
$1.05M 0.56%
5,669
+14
XOM icon
49
Exxon Mobil
XOM
$501B
$1.05M 0.56%
9,289
-11
BAC icon
50
Bank of America
BAC
$403B
$1.04M 0.55%
20,205
+132
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