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
126
$234K 0.14%
7,558
+1,096
127
$229K 0.14%
+2,350
128
$229K 0.14%
841
+50
129
$223K 0.13%
2,920
130
$223K 0.13%
2,210
131
$211K 0.13%
+1,326
132
$210K 0.13%
+483
133
$209K 0.13%
1,246
+1
134
$202K 0.12%
+2,199
135
$134K 0.08%
15,586
+55
136
– –
-2,334
137
– –
-10,901
138
– –
-1,618
139
– –
-2,735
140
– –
-1,895
141
– –
-2,396
142
– –
-8,878
143
– –
-2,230
2 3 4 5
6