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
HON icon
101
Honeywell
HON
$123B
$433K 0.23%
2,057
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$69.1B
$423K 0.22%
3,001
GS icon
103
Goldman Sachs
GS
$266B
$420K 0.22%
527
-1
IBB icon
104
iShares Biotechnology ETF
IBB
$8.67B
$417K 0.22%
2,890
ADP icon
105
Automatic Data Processing
ADP
$108B
$407K 0.22%
1,385
+1
AVGO icon
106
Broadcom
AVGO
$1.7T
$406K 0.22%
1,231
-3
VEEV icon
107
Veeva Systems
VEEV
$36.7B
$386K 0.21%
1,296
PLTR icon
108
Palantir
PLTR
$438B
$374K 0.2%
2,050
DVY icon
109
iShares Select Dividend ETF
DVY
$21.1B
$372K 0.2%
2,619
INFY icon
110
Infosys
INFY
$71.9B
$362K 0.19%
22,270
FXU icon
111
First Trust Utilities AlphaDEX Fund
FXU
$1.74B
$356K 0.19%
+7,822
VOX icon
112
Vanguard Communication Services ETF
VOX
$6.14B
$355K 0.19%
+1,893
ETN icon
113
Eaton
ETN
$129B
$352K 0.19%
941
-2
NFLX icon
114
Netflix
NFLX
$404B
$348K 0.18%
2,900
TD icon
115
Toronto Dominion Bank
TD
$154B
$339K 0.18%
4,240
CTSH icon
116
Cognizant
CTSH
$40.5B
$321K 0.17%
4,785
+1,865
CGCP icon
117
Capital Group Core Plus Income ETF
CGCP
$6.26B
$321K 0.17%
14,119
+26
GE icon
118
GE Aerospace
GE
$316B
$316K 0.17%
1,052
-23
HWM icon
119
Howmet Aerospace
HWM
$79.8B
$316K 0.17%
1,608
+167
MRK icon
120
Merck
MRK
$249B
$311K 0.17%
3,702
-120
BMY icon
121
Bristol-Myers Squibb
BMY
$107B
$292K 0.16%
6,477
-22
SHW icon
122
Sherwin-Williams
SHW
$81.5B
$290K 0.15%
839
+75
BA icon
123
Boeing
BA
$160B
$288K 0.15%
1,336
+190
VTI icon
124
Vanguard Total Stock Market ETF
VTI
$567B
$282K 0.15%
859
DIS icon
125
Walt Disney
DIS
$199B
$282K 0.15%
2,461
2 3 4
5
6