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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$784B
$8.48M 5.09%
16,491
-182
DIA icon
2
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.9B
$7.97M 4.79%
18,987
-110
HYG icon
3
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$7.68M 4.61%
97,318
-831
IWB icon
4
iShares Russell 1000 ETF
IWB
$46.3B
$7.64M 4.59%
24,919
-27
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$70.5B
$6.95M 4.18%
248,743
+24,319
SCHF icon
6
Schwab International Equity ETF
SCHF
$53.3B
$5.19M 3.11%
262,170
-1,810
CTAS icon
7
Cintas
CTAS
$75B
$4.63M 2.78%
22,530
QQQ icon
8
Invesco QQQ Trust
QQQ
$404B
$3.38M 2.03%
7,216
-36
IAK icon
9
iShares US Insurance ETF
IAK
$668M
$3.37M 2.02%
24,466
-39
AMGN icon
10
Amgen
AMGN
$158B
$3.22M 1.93%
10,330
-74
ALL icon
11
Allstate
ALL
$50B
$3.15M 1.89%
15,233
+1
IGV icon
12
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
$3.04M 1.82%
34,150
+113
ITA icon
13
iShares US Aerospace & Defense ETF
ITA
$12B
$3.02M 1.81%
19,716
+24
IAI icon
14
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.56B
$2.64M 1.59%
18,851
+166
SPY icon
15
SPDR S&P 500 ETF Trust
SPY
$684B
$2.53M 1.52%
4,528
-435
AAPL icon
16
Apple
AAPL
$3.99T
$2.49M 1.49%
11,195
-570
IVV icon
17
iShares Core S&P 500 ETF
IVV
$684B
$2.45M 1.47%
4,352
-2,714
IYJ icon
18
iShares US Industrials ETF
IYJ
$1.71B
$2.44M 1.47%
18,767
+206
RSP icon
19
Invesco S&P 500 Equal Weight ETF
RSP
$74.7B
$2.04M 1.23%
11,800
+82
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$99.5B
$2.03M 1.22%
10,444
-16
JPM icon
21
JPMorgan Chase
JPM
$837B
$2M 1.2%
8,163
+54
LOW icon
22
Lowe's Companies
LOW
$136B
$2M 1.2%
8,557
IAT icon
23
iShares US Regional Banks ETF
IAT
$657M
$1.9M 1.14%
40,841
+1,114
MSFT icon
24
Microsoft
MSFT
$4T
$1.9M 1.14%
5,062
+2
PG icon
25
Procter & Gamble
PG
$351B
$1.84M 1.1%
10,792
-30
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