We are live on
!
Find out more
TF
Tudor Financial Portfolio holdings
AUM
$196M
1-Year Est. Return
19.08%
This Fund
S&P 500
This Quarter
Est. Return
+7.82%
1 Year Est. Return
+19.08%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$162M
AUM Growth
–
Cap. Flow
+$156M
Cap. Flow
% of AUM
96.08%
Top 10 Holdings %
Top 10 Hldgs %
36.18%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$8.74M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$7.8M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$7.76M |
| 4 |
iShares Russell 1000 ETF
IWB
|
+$7.73M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$6.1M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.02% |
| 2 | Financials | 5.77% |
| 3 | Healthcare | 5.36% |
| 4 | Industrials | 4.4% |
| 5 | Consumer Discretionary | 3.31% |
Similar funds
CPRPA
SC
HAS
MAMF
PAM
MHFA
RAM
LWA
Tudor Financial's Q3 2024 Portfolio in Review
Q3 2024 is the first quarter with a 13F filing on record for Tudor Financial, which disclosed 124 positions worth $162M. Its ten largest holdings account for 36% of the portfolio.
Its largest position is Vanguard S&P 500 ETF: 17,198 shares worth $9.08M.
By sector, the portfolio is most concentrated in Technology at 6% of assets, followed by Financials and Healthcare.
- Tudor Financial's largest Q3 2024 buy was Vanguard S&P 500 ETF: 17,198 shares worth $9.08M.
- Tudor Financial's ten largest holdings make up 36% of its $162M portfolio in Q3 2024.
- Tudor Financial disclosed 124 positions in Q3 2024, its first 13F filing on record.
Based on Tudor Financial's 13F filing for Q3 2024, filed 21 Nov 2024.