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
$188M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$356K
2
+$355K
3
+$248K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$218K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$214K

Top Sells

1
+$513K
2
+$380K
3
+$244K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$137K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$109K

Sector Composition

1 Technology 8.14%
2 Industrials 7.96%
3 Financials 6.66%
4 Healthcare 4.34%
5 Consumer Staples 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
76
Duke Energy
DUK
$89.7B
$674K 0.36%
5,449
+5
IBM icon
77
IBM
IBM
$289B
$671K 0.36%
2,380
+43
FV icon
78
First Trust Dorsey Wright Focus 5 ETF
FV
$3.62B
$654K 0.35%
10,566
+267
IWD icon
79
iShares Russell 1000 Value ETF
IWD
$69.9B
$651K 0.35%
3,199
ABT icon
80
Abbott
ABT
$218B
$631K 0.34%
4,708
+2
TROW icon
81
T. Rowe Price
TROW
$22.9B
$593K 0.32%
5,780
+1
AEE icon
82
Ameren
AEE
$26.3B
$590K 0.31%
5,656
-68
TXN icon
83
Texas Instruments
TXN
$163B
$588K 0.31%
3,202
+1
GOOGL icon
84
Alphabet (Google) Class A
GOOGL
$3.73T
$569K 0.3%
2,342
+145
NEE icon
85
NextEra Energy
NEE
$170B
$567K 0.3%
7,505
-196
META icon
86
Meta Platforms (Facebook)
META
$1.62T
$552K 0.29%
752
+28
LMT icon
87
Lockheed Martin
LMT
$111B
$530K 0.28%
1,061
+1
MDT icon
88
Medtronic
MDT
$128B
$522K 0.28%
5,480
CSX icon
89
CSX Corp
CSX
$69.6B
$499K 0.27%
14,066
+4
CGGR icon
90
Capital Group Growth ETF
CGGR
$18.4B
$499K 0.27%
11,368
+1,570
BLK icon
91
Blackrock
BLK
$169B
$490K 0.26%
420
WSO icon
92
Watsco Inc
WSO
$14.4B
$483K 0.26%
1,195
CGBL icon
93
Capital Group Core Balanced ETF
CGBL
$4.13B
$471K 0.25%
13,569
+2,175
CGGO icon
94
Capital Group Global Growth Equity ETF
CGGO
$7.95B
$451K 0.24%
13,209
+810
MCD icon
95
McDonald's
MCD
$226B
$444K 0.24%
1,461
GD icon
96
General Dynamics
GD
$91.2B
$444K 0.24%
1,302
FPE icon
97
First Trust Preferred Securities and Income ETF
FPE
$6.24B
$443K 0.24%
24,280
+117
AJG icon
98
Arthur J. Gallagher & Co
AJG
$65.6B
$441K 0.23%
1,425
-2
EMR icon
99
Emerson Electric
EMR
$76.8B
$440K 0.23%
3,355
+102
T icon
100
AT&T
T
$174B
$439K 0.23%
15,536
+1,194
2 3
4
5 6