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
76
$646K 0.39%
14,232
+26
77
$624K 0.37%
4,704
+1
78
$619K 0.37%
11,279
-124
79
$607K 0.36%
1,195
80
$602K 0.36%
3,199
81
$575K 0.35%
3,201
+2
82
$574K 0.34%
2,307
+733
83
$552K 0.33%
5,496
84
$542K 0.33%
2,880
-60
85
$531K 0.32%
5,779
+1
86
$523K 0.31%
3,150
87
$492K 0.3%
5,480
88
$492K 0.3%
1,425
89
$485K 0.29%
1,085
+1
90
$482K 0.29%
11,336
+16
91
$442K 0.27%
1,416
+1
92
$436K 0.26%
2,057
93
$425K 0.26%
796
-1,700
94
$424K 0.25%
6,957
+396
95
$423K 0.25%
24,043
+124
96
$422K 0.25%
1,382
+1
97
$417K 0.25%
14,157
-995
98
$416K 0.25%
722
-9
99
$406K 0.24%
22,270
100
$402K 0.24%
4,479
+6
2 3
4
5 6