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
BLK icon
101
Blackrock
BLK
$170B
$398K 0.24%
420
VYM icon
102
Vanguard High Dividend Yield ETF
VYM
$65.5B
$387K 0.23%
3,001
IBB icon
103
iShares Biotechnology ETF
IBB
$6.28B
$377K 0.23%
2,947
HSY icon
104
Hershey
HSY
$35.5B
$364K 0.22%
+2,130
EMR icon
105
Emerson Electric
EMR
$76.8B
$356K 0.21%
3,251
+1
GD icon
106
General Dynamics
GD
$92.8B
$355K 0.21%
1,302
DVY icon
107
iShares Select Dividend ETF
DVY
$20.6B
$352K 0.21%
2,618
GOOGL icon
108
Alphabet (Google) Class A
GOOGL
$3.32T
$339K 0.2%
2,191
+1
CGGR icon
109
Capital Group Growth ETF
CGGR
$17B
$336K 0.2%
9,798
+1,685
SBUX icon
110
Starbucks
SBUX
$95.7B
$319K 0.19%
3,253
CGCP icon
111
Capital Group Core Plus Income ETF
CGCP
$5.78B
$316K 0.19%
14,062
+17
CGGO icon
112
Capital Group Global Growth Equity ETF
CGGO
$7.6B
$298K 0.18%
10,514
+1,181
VEEV icon
113
Veeva Systems
VEEV
$47B
$293K 0.18%
1,265
KMB icon
114
Kimberly-Clark
KMB
$38.7B
$290K 0.17%
2,042
+75
GS icon
115
Goldman Sachs
GS
$242B
$290K 0.17%
531
+11
NFLX icon
116
Netflix
NFLX
$466B
$270K 0.16%
290
+15
DHR icon
117
Danaher
DHR
$151B
$266K 0.16%
1,297
-192
T icon
118
AT&T
T
$179B
$265K 0.16%
9,372
+518
SHW icon
119
Sherwin-Williams
SHW
$85.3B
$258K 0.15%
738
TD icon
120
Toronto Dominion Bank
TD
$140B
$254K 0.15%
4,240
FTXN icon
121
First Trust Nasdaq Oil & Gas ETF
FTXN
$113M
$253K 0.15%
8,355
-74
DIS icon
122
Walt Disney
DIS
$198B
$253K 0.15%
2,561
+1
FDX icon
123
FedEx
FDX
$58.9B
$251K 0.15%
1,030
DE icon
124
Deere & Co
DE
$128B
$245K 0.15%
522
-43
VTI icon
125
Vanguard Total Stock Market ETF
VTI
$560B
$244K 0.15%
889
-35
2 3 4
5
6