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
VZ icon
76
Verizon
VZ
$170B
$646K 0.39%
14,232
+26
ABT icon
77
Abbott
ABT
$217B
$624K 0.37%
4,704
+1
FV icon
78
First Trust Dorsey Wright Focus 5 ETF
FV
$3.71B
$619K 0.37%
11,279
-124
WSO icon
79
Watsco Inc
WSO
$14.9B
$607K 0.36%
1,195
IWD icon
80
iShares Russell 1000 Value ETF
IWD
$65B
$602K 0.36%
3,199
TXN icon
81
Texas Instruments
TXN
$146B
$575K 0.35%
3,201
+2
IBM icon
82
IBM
IBM
$288B
$574K 0.34%
2,307
+733
AEE icon
83
Ameren
AEE
$27.7B
$552K 0.33%
5,496
SOXX icon
84
iShares Semiconductor ETF
SOXX
$16.9B
$542K 0.33%
2,880
-60
TROW icon
85
T. Rowe Price
TROW
$22.7B
$531K 0.32%
5,779
+1
TSM icon
86
TSMC
TSM
$1.58T
$523K 0.31%
3,150
MDT icon
87
Medtronic
MDT
$118B
$492K 0.3%
5,480
AJG icon
88
Arthur J. Gallagher & Co
AJG
$67.2B
$492K 0.3%
1,425
LMT icon
89
Lockheed Martin
LMT
$112B
$485K 0.29%
1,085
+1
SHYG icon
90
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.35B
$482K 0.29%
11,336
+16
MCD icon
91
McDonald's
MCD
$216B
$442K 0.27%
1,416
+1
HON icon
92
Honeywell
HON
$135B
$436K 0.26%
2,057
MDY icon
93
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$425K 0.26%
796
-1,700
BMY icon
94
Bristol-Myers Squibb
BMY
$86.7B
$424K 0.25%
6,957
+396
FPE icon
95
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$423K 0.25%
24,043
+124
ADP icon
96
Automatic Data Processing
ADP
$106B
$422K 0.25%
1,382
+1
CSX icon
97
CSX Corp
CSX
$65.7B
$417K 0.25%
14,157
-995
META icon
98
Meta Platforms (Facebook)
META
$1.89T
$416K 0.25%
722
-9
INFY icon
99
Infosys
INFY
$70B
$406K 0.24%
22,270
MRK icon
100
Merck
MRK
$216B
$402K 0.24%
4,479
+6
2 3
4
5 6