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
$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
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$65.8B
$400K 0.23%
3,001
CGGR icon
102
Capital Group Growth ETF
CGGR
$17.1B
$398K 0.23%
9,798
CGGO icon
103
Capital Group Global Growth Equity ETF
CGGO
$7.62B
$396K 0.22%
12,399
+1,885
NFLX icon
104
Netflix
NFLX
$468B
$388K 0.22%
290
GOOGL icon
105
Alphabet (Google) Class A
GOOGL
$3.29T
$387K 0.22%
2,197
+6
CGBL icon
106
Capital Group Core Balanced ETF
CGBL
$3.46B
$381K 0.22%
11,394
+3,836
GD icon
107
General Dynamics
GD
$92.5B
$380K 0.22%
1,302
GS icon
108
Goldman Sachs
GS
$246B
$373K 0.21%
528
-3
VEEV icon
109
Veeva Systems
VEEV
$47.5B
$373K 0.21%
1,296
+31
IBB icon
110
iShares Biotechnology ETF
IBB
$6.33B
$366K 0.21%
2,890
-57
DVY icon
111
iShares Select Dividend ETF
DVY
$20.8B
$348K 0.2%
2,619
+1
AVGO icon
112
Broadcom
AVGO
$1.79T
$340K 0.19%
1,234
-12
ETN icon
113
Eaton
ETN
$150B
$337K 0.19%
943
+102
CGCP icon
114
Capital Group Core Plus Income ETF
CGCP
$5.81B
$317K 0.18%
14,093
+31
TD icon
115
Toronto Dominion Bank
TD
$140B
$311K 0.18%
4,240
DIS icon
116
Walt Disney
DIS
$200B
$305K 0.17%
2,461
-100
MRK icon
117
Merck
MRK
$218B
$303K 0.17%
3,822
-657
BMY icon
118
Bristol-Myers Squibb
BMY
$87.4B
$301K 0.17%
6,499
-458
SBUX icon
119
Starbucks
SBUX
$96.4B
$298K 0.17%
3,253
PLTR icon
120
Palantir
PLTR
$465B
$279K 0.16%
+2,050
GE icon
121
GE Aerospace
GE
$332B
$277K 0.16%
+1,075
HWM icon
122
Howmet Aerospace
HWM
$82B
$268K 0.15%
+1,441
DE icon
123
Deere & Co
DE
$128B
$265K 0.15%
522
KMB icon
124
Kimberly-Clark
KMB
$39.4B
$263K 0.15%
2,042
SHW icon
125
Sherwin-Williams
SHW
$86.9B
$262K 0.15%
764
+26
2 3 4
5
6