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
101
$398K 0.24%
420
102
$387K 0.23%
3,001
103
$377K 0.23%
2,947
104
$364K 0.22%
+2,130
105
$356K 0.21%
3,251
+1
106
$355K 0.21%
1,302
107
$352K 0.21%
2,618
108
$339K 0.2%
2,191
+1
109
$336K 0.2%
9,798
+1,685
110
$319K 0.19%
3,253
111
$316K 0.19%
14,062
+17
112
$298K 0.18%
10,514
+1,181
113
$293K 0.18%
1,265
114
$290K 0.17%
2,042
+75
115
$290K 0.17%
531
+11
116
$270K 0.16%
2,900
+150
117
$266K 0.16%
1,297
-192
118
$265K 0.16%
9,372
+518
119
$258K 0.15%
738
120
$254K 0.15%
4,240
121
$253K 0.15%
8,355
-74
122
$253K 0.15%
2,561
+1
123
$251K 0.15%
1,030
124
$245K 0.15%
522
-43
125
$244K 0.15%
889
-35
2 3 4
5
6