TF
Tudor Financial Portfolio holdings
AUM
$176M
1-Year Return
16.26%
This Quarter Return
+8.02%
1 Year Return
+16.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
+$9.96M
(+6%)
Cap. Flow
-$455K
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
35.47%
Holding
144
New
9
Increased
48
Reduced
50
Closed
10
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$2.19M |
| 2 |
Hershey
HSY
|
+$1.62M |
| 3 |
iShares Gold Trust
IAU
|
+$1.44M |
| 4 |
Canadian National Railway
CNI
|
+$1.38M |
| 5 |
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
|
+$884K |
Top Sells
| 1 |
iShares US Regional Banks ETF
IAT
|
+$1.9M |
| 2 |
First Trust NASDAQ-100 Technology Index Fund
QTEC
|
+$989K |
| 3 |
iShares US Consumer Discretionary ETF
IYC
|
+$989K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$976K |
| 5 |
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% |
