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
$162M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$9.08M
2
+$8.08M
3
+$8.02M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$7.96M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$6.31M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.02%
2 Financials 5.77%
3 Healthcare 5.36%
4 Industrials 4.4%
5 Consumer Discretionary 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.08M 5.59%
+17,198
2
$8.08M 4.98%
+19,098
3
$8.02M 4.94%
+25,509
4
$7.96M 4.91%
+99,178
5
$6.31M 3.89%
+224,037
6
$5.57M 3.43%
+270,900
7
$3.99M 2.46%
+6,911
8
$3.38M 2.08%
+6,917
9
$3.28M 2.02%
+10,183
10
$3.07M 1.89%
+23,820
11
$3.02M 1.86%
+23,723
12
$3M 1.85%
+33,540
13
$2.85M 1.76%
+19,046
14
$2.84M 1.75%
+14,956
15
$2.77M 1.7%
+4,824
16
$2.4M 1.48%
+17,927
17
$2.37M 1.46%
+10,172
18
$2.32M 1.43%
+18,073
19
$2.23M 1.38%
+11,272
20
$2.03M 1.25%
+164,065
21
$1.95M 1.2%
+58,706
22
$1.88M 1.16%
+6,930
23
$1.83M 1.13%
+10,233
24
$1.77M 1.09%
+4,119
25
$1.65M 1.02%
+5,556
1
2 3 4 5