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
51
$941K 0.57%
2,853
-25
52
$919K 0.55%
4,829
+76
53
$905K 0.54%
1,728
-49
54
$898K 0.54%
1,087
+1
55
$894K 0.54%
6,750
+66
56
$886K 0.53%
3,273
-90
57
$882K 0.53%
5,275
+10
58
$875K 0.53%
16,519
+1,327
59
$844K 0.51%
4,026
+1
60
$836K 0.5%
20,040
-206
61
$828K 0.5%
12,021
62
$790K 0.47%
+3,228
63
$786K 0.47%
14,567
+1
64
$781K 0.47%
+15,362
65
$771K 0.46%
+5,193
66
$754K 0.45%
+2,849
67
$743K 0.45%
5,100
+35
68
$739K 0.44%
2,978
+80
69
$733K 0.44%
4,290
+48
70
$709K 0.43%
8,075
+3
71
$706K 0.42%
8,472
72
$685K 0.41%
5,733
+146
73
$663K 0.4%
9,357
-126
74
$654K 0.39%
5,359
-28
75
$649K 0.39%
9,044
+3
1 2
3
4 5