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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.08M
3
+$8.02M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.96M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.02%
2 Financials 5.77%
3 Healthcare 5.36%
4 Industrials 4.4%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.01%
+57,723
27
$1.55M 0.95%
+7,339
28
$1.53M 0.94%
+8,987
29
$1.44M 0.89%
+11,854
30
$1.41M 0.87%
+2,471
31
$1.4M 0.86%
+8,373
32
$1.37M 0.85%
+7,925
33
$1.35M 0.83%
+13,865
34
$1.34M 0.82%
+11,439
35
$1.33M 0.82%
+12,970
36
$1.3M 0.8%
+31,140
37
$1.15M 0.71%
+15,231
38
$1.13M 0.7%
+2,140
39
$1.11M 0.68%
+5,231
40
$1.11M 0.68%
+17,778
41
$1.1M 0.68%
+9,396
42
$1.1M 0.68%
+20,615
43
$1.07M 0.66%
+5,589
44
$1.06M 0.65%
+33,440
45
$1.03M 0.63%
+2,535
46
$996K 0.61%
+44,910
47
$983K 0.61%
+4,200
48
$968K 0.6%
+8,090
49
$955K 0.59%
+10,234
50
$931K 0.57%
+3,363
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