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
$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
26
$1.71M 1.03%
152,370
-3,725
27
$1.65M 0.99%
53,586
-1,935
28
$1.64M 0.98%
5,556
29
$1.6M 0.96%
14,802
-730
30
$1.44M 0.86%
13,135
31
$1.42M 0.85%
4,060
+22
32
$1.35M 0.81%
21,934
-58
33
$1.27M 0.76%
8,098
-375
34
$1.26M 0.76%
12,052
+99
35
$1.21M 0.73%
5,447
-238
36
$1.16M 0.7%
3,159
+31
37
$1.14M 0.69%
9,615
+9
38
$1.11M 0.67%
4,200
39
$1.11M 0.67%
2,165
40
$1.09M 0.66%
6,583
+147
41
$1.07M 0.64%
18,403
+15
42
$1.07M 0.64%
28,961
+140
43
$1.07M 0.64%
9,210
+1,120
44
$1.04M 0.63%
14,986
-3
45
$1.03M 0.62%
33,440
46
$1.02M 0.62%
6,834
+655
47
$989K 0.59%
5,697
48
$989K 0.59%
11,195
-156
49
$976K 0.59%
45,340
50
$955K 0.57%
6,828
-865
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2
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