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
$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
CAT icon
51
Caterpillar
CAT
$274B
$941K 0.57%
2,853
-25
AMZN icon
52
Amazon
AMZN
$2.46T
$919K 0.55%
4,829
+76
UNH icon
53
UnitedHealth
UNH
$322B
$905K 0.54%
1,728
-49
LLY icon
54
Eli Lilly
LLY
$729B
$898K 0.54%
1,087
+1
RTX icon
55
RTX Corp
RTX
$236B
$894K 0.54%
6,750
+66
OEF icon
56
iShares S&P 100 ETF
OEF
$28.2B
$886K 0.53%
3,273
-90
CVX icon
57
Chevron
CVX
$312B
$882K 0.53%
5,275
+10
FXO icon
58
First Trust Financials AlphaDEX Fund
FXO
$2.15B
$875K 0.53%
16,519
+1,327
ABBV icon
59
AbbVie
ABBV
$398B
$844K 0.51%
4,026
+1
BAC icon
60
Bank of America
BAC
$385B
$836K 0.5%
20,040
-206
IDEV icon
61
iShares Core MSCI International Developed Markets ETF
IDEV
$22.5B
$828K 0.5%
12,021
VOT icon
62
Vanguard Mid-Cap Growth ETF
VOT
$18B
$790K 0.47%
+3,228
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$115B
$786K 0.47%
14,567
+1
VEA icon
64
Vanguard FTSE Developed Markets ETF
VEA
$180B
$781K 0.47%
+15,362
VOX icon
65
Vanguard Communication Services ETF
VOX
$5.87B
$771K 0.46%
+5,193
VHT icon
66
Vanguard Health Care ETF
VHT
$16.1B
$754K 0.45%
+2,849
MPC icon
67
Marathon Petroleum
MPC
$59.5B
$743K 0.45%
5,100
+35
ITW icon
68
Illinois Tool Works
ITW
$70.2B
$739K 0.44%
2,978
+80
VPU icon
69
Vanguard Utilities ETF
VPU
$7.91B
$733K 0.44%
4,290
+48
WMT icon
70
Walmart
WMT
$817B
$709K 0.43%
8,075
+3
IJK icon
71
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.3B
$706K 0.42%
8,472
VFH icon
72
Vanguard Financials ETF
VFH
$12.5B
$685K 0.41%
5,733
+146
NEE icon
73
NextEra Energy
NEE
$168B
$663K 0.4%
9,357
-126
DUK icon
74
Duke Energy
DUK
$96.7B
$654K 0.39%
5,359
-28
WFC icon
75
Wells Fargo
WFC
$271B
$649K 0.39%
9,044
+3
1 2
3
4 5