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
$167M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$790K
2
+$781K
3
+$771K
4
VHT icon
Vanguard Health Care ETF
VHT
+$754K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$680K

Top Sells

1
+$1.53M
2
+$939K
3
+$917K
4
VUG icon
Vanguard Growth ETF
VUG
+$915K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$907K

Sector Composition

1 Industrials 7.16%
2 Technology 6.74%
3 Financials 6.69%
4 Healthcare 5.81%
5 Consumer Staples 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PGX icon
26
Invesco Preferred ETF
PGX
$3.91B
$1.71M 1.03%
152,370
-3,725
PFF icon
27
iShares Preferred and Income Securities ETF
PFF
$14.6B
$1.65M 0.99%
53,586
-1,935
APD icon
28
Air Products & Chemicals
APD
$55.3B
$1.64M 0.98%
5,556
NVDA icon
29
NVIDIA
NVDA
$5.04T
$1.6M 0.96%
14,802
-730
AEP icon
30
American Electric Power
AEP
$65.3B
$1.44M 0.86%
13,135
V icon
31
Visa
V
$662B
$1.42M 0.85%
4,060
+22
CSCO icon
32
Cisco
CSCO
$282B
$1.35M 0.81%
21,934
-58
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.33T
$1.27M 0.76%
8,098
-375
IJR icon
34
iShares Core S&P Small-Cap ETF
IJR
$85.7B
$1.26M 0.76%
12,052
+99
FDN icon
35
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.78B
$1.21M 0.73%
5,447
-238
HD icon
36
Home Depot
HD
$376B
$1.16M 0.7%
3,159
+31
XOM icon
37
Exxon Mobil
XOM
$496B
$1.14M 0.69%
9,615
+9
TRV icon
38
Travelers Companies
TRV
$59.8B
$1.11M 0.67%
4,200
NOC icon
39
Northrop Grumman
NOC
$83.5B
$1.11M 0.67%
2,165
JNJ icon
40
Johnson & Johnson
JNJ
$450B
$1.09M 0.66%
6,583
+147
IJH icon
41
iShares Core S&P Mid-Cap ETF
IJH
$100B
$1.07M 0.64%
18,403
+15
CMCSA icon
42
Comcast
CMCSA
$105B
$1.07M 0.64%
28,961
+140
VT icon
43
Vanguard Total World Stock ETF
VT
$55.6B
$1.07M 0.64%
9,210
+1,120
FXR icon
44
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.86B
$1.04M 0.63%
14,986
-3
HRL icon
45
Hormel Foods
HRL
$11.8B
$1.03M 0.62%
33,440
PEP icon
46
PepsiCo
PEP
$200B
$1.02M 0.62%
6,834
+655
QTEC icon
47
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.03B
$989K 0.59%
5,697
IYC icon
48
iShares US Consumer Discretionary ETF
IYC
$1.74B
$989K 0.59%
11,195
-156
SCHB icon
49
Schwab US Broad Market ETF
SCHB
$38.4B
$976K 0.59%
45,340
ORCL icon
50
Oracle
ORCL
$785B
$955K 0.57%
6,828
-865
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