TF
Tudor Financial Portfolio holdings
AUM
$176M
1-Year Return
16.26%
This Quarter Return
-0.09%
1 Year Return
+16.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$167M
AUM Growth
-$4.44M
(-2.6%)
Cap. Flow
-$2.76M
Cap. Flow
% of AUM
-1.66%
Top 10 Holdings %
Top 10 Hldgs %
35.14%
Holding
143
New
9
Increased
58
Reduced
37
Closed
8
Top Buys
| 1 |
Vanguard Mid-Cap Growth ETF
VOT
|
$790K |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$781K |
| 3 |
Vanguard Communication Services ETF
VOX
|
$771K |
| 4 |
Vanguard Health Care ETF
VHT
|
$754K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$680K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.53M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$939K |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$917K |
| 4 |
Vanguard Growth ETF
VUG
|
$915K |
| 5 |
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% |
