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
$176M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.62M
3
+$1.44M
4
CNI icon
Canadian National Railway
CNI
+$1.38M
5
QQXT icon
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
+$884K

Top Sells

1
+$1.9M
2
+$989K
3
+$989K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$976K
5
VOX icon
Vanguard Communication Services ETF
VOX
+$771K

Sector Composition

1 Industrials 8.33%
2 Technology 7.76%
3 Financials 6.71%
4 Healthcare 4.63%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RTX icon
51
RTX Corp
RTX
$238B
$986K 0.56%
6,751
+1
BAC icon
52
Bank of America
BAC
$387B
$950K 0.54%
20,073
+33
PEP icon
53
PepsiCo
PEP
$201B
$906K 0.51%
6,860
+26
IDEV icon
54
iShares Core MSCI International Developed Markets ETF
IDEV
$22.6B
$900K 0.51%
11,836
-185
QQXT icon
55
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$1.1B
$884K 0.5%
+8,950
VEA icon
56
Vanguard FTSE Developed Markets ETF
VEA
$181B
$883K 0.5%
15,496
+134
JNJ icon
57
Johnson & Johnson
JNJ
$448B
$864K 0.49%
5,655
-928
IEMG icon
58
iShares Core MSCI Emerging Markets ETF
IEMG
$116B
$862K 0.49%
14,357
-210
LLY icon
59
Eli Lilly
LLY
$741B
$841K 0.48%
1,079
-8
VYMI icon
60
Vanguard International High Dividend Yield ETF
VYMI
$12.5B
$831K 0.47%
+10,374
WMT icon
61
Walmart
WMT
$823B
$800K 0.45%
8,186
+111
IJK icon
62
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.4B
$771K 0.44%
8,472
FXO icon
63
First Trust Financials AlphaDEX Fund
FXO
$2.17B
$753K 0.43%
13,432
-3,087
CVX icon
64
Chevron
CVX
$314B
$741K 0.42%
5,177
-98
MPC icon
65
Marathon Petroleum
MPC
$59B
$739K 0.42%
4,447
-653
ABBV icon
66
AbbVie
ABBV
$400B
$737K 0.42%
3,968
-58
ITW icon
67
Illinois Tool Works
ITW
$71.5B
$736K 0.42%
2,978
SOXX icon
68
iShares Semiconductor ETF
SOXX
$16.9B
$727K 0.41%
3,046
+166
VPU icon
69
Vanguard Utilities ETF
VPU
$7.95B
$726K 0.41%
4,115
-175
WFC icon
70
Wells Fargo
WFC
$274B
$724K 0.41%
9,041
-3
TSM icon
71
TSMC
TSM
$1.58T
$713K 0.4%
3,150
IBM icon
72
IBM
IBM
$291B
$689K 0.39%
2,337
+30
OEF icon
73
iShares S&P 100 ETF
OEF
$28.2B
$686K 0.39%
2,255
-1,018
VOT icon
74
Vanguard Mid-Cap Growth ETF
VOT
$18.1B
$670K 0.38%
2,355
-873
TXN icon
75
Texas Instruments
TXN
$149B
$665K 0.38%
3,201
1 2
3
4 5