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
$176M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.62M
3
+$1.44M
4
CNI icon
Canadian National Railway
CNI
+$1.38M
5
QQXT icon
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
+$884K

Top Sells

1
+$1.9M
2
+$989K
3
+$989K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$976K
5
VOX icon
Vanguard Communication Services ETF
VOX
+$771K

Sector Composition

1 Industrials 8.33%
2 Technology 7.76%
3 Financials 6.71%
4 Healthcare 4.63%
5 Consumer Staples 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
76
Duke Energy
DUK
$95.4B
$642K 0.36%
5,444
+85
ABT icon
77
Abbott
ABT
$227B
$640K 0.36%
4,706
+2
IWD icon
78
iShares Russell 1000 Value ETF
IWD
$65B
$621K 0.35%
3,199
VZ icon
79
Verizon
VZ
$173B
$617K 0.35%
14,250
+18
FV icon
80
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$610K 0.35%
10,299
-980
VFH icon
81
Vanguard Financials ETF
VFH
$12.6B
$603K 0.34%
4,739
-994
TROW icon
82
T. Rowe Price
TROW
$22.2B
$558K 0.32%
5,779
AEE icon
83
Ameren
AEE
$28.4B
$550K 0.31%
5,724
+228
SHYG icon
84
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$546K 0.31%
12,658
+1,322
NEE icon
85
NextEra Energy
NEE
$175B
$535K 0.3%
7,701
-1,656
META icon
86
Meta Platforms (Facebook)
META
$1.54T
$534K 0.3%
724
+2
WSO icon
87
Watsco Inc
WSO
$13.9B
$528K 0.3%
1,195
UNH icon
88
UnitedHealth
UNH
$292B
$513K 0.29%
1,643
-85
LMT icon
89
Lockheed Martin
LMT
$108B
$491K 0.28%
1,060
-25
HON icon
90
Honeywell
HON
$126B
$479K 0.27%
2,057
MDT icon
91
Medtronic
MDT
$123B
$478K 0.27%
5,480
CSX icon
92
CSX Corp
CSX
$65B
$459K 0.26%
14,062
-95
AJG icon
93
Arthur J. Gallagher & Co
AJG
$66.4B
$457K 0.26%
1,427
+2
BLK icon
94
Blackrock
BLK
$164B
$441K 0.25%
420
EMR icon
95
Emerson Electric
EMR
$71.7B
$434K 0.25%
3,253
+2
FPE icon
96
First Trust Preferred Securities and Income ETF
FPE
$6.23B
$430K 0.24%
24,163
+120
MCD icon
97
McDonald's
MCD
$219B
$427K 0.24%
1,461
+45
ADP icon
98
Automatic Data Processing
ADP
$102B
$427K 0.24%
1,384
+2
T icon
99
AT&T
T
$181B
$415K 0.24%
14,342
+4,970
INFY icon
100
Infosys
INFY
$69B
$413K 0.23%
22,270
2 3
4
5 6