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
51
$919K 0.57%
+3,987
52
$917K 0.56%
+3,334
53
$912K 0.56%
+2,834
54
$900K 0.55%
+1,540
55
$888K 0.55%
+5,477
56
$887K 0.55%
+2,310
57
$884K 0.54%
+15,399
58
$873K 0.54%
+12,319
59
$855K 0.53%
+8,858
60
$854K 0.53%
+2,184
61
$852K 0.52%
+4,895
62
$823K 0.51%
+5,049
63
$800K 0.49%
+3,663
64
$797K 0.49%
+6,578
65
$795K 0.49%
+2,303
66
$786K 0.48%
+9,396
67
$759K 0.47%
+2,898
68
$742K 0.46%
+8,779
69
$720K 0.44%
+3,863
70
$673K 0.41%
+10,637
71
$668K 0.41%
+6,130
72
$645K 0.4%
+16,264
73
$638K 0.39%
+6,935
74
$625K 0.38%
+4,243
75
$619K 0.38%
+3,641
1 2
3
4 5