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
1
$8.48M 5.09%
16,491
-182
2
$7.97M 4.79%
18,987
-110
3
$7.68M 4.61%
97,318
-831
4
$7.64M 4.59%
24,919
-27
5
$6.95M 4.18%
248,743
+24,319
6
$5.19M 3.11%
262,170
-1,810
7
$4.63M 2.78%
22,530
8
$3.38M 2.03%
7,216
-36
9
$3.37M 2.02%
24,466
-39
10
$3.22M 1.93%
10,330
-74
11
$3.15M 1.89%
15,233
+1
12
$3.04M 1.82%
34,150
+113
13
$3.02M 1.81%
19,716
+24
14
$2.64M 1.59%
18,851
+166
15
$2.53M 1.52%
4,528
-435
16
$2.49M 1.49%
11,195
-570
17
$2.45M 1.47%
4,352
-2,714
18
$2.44M 1.47%
18,767
+206
19
$2.04M 1.23%
11,800
+82
20
$2.03M 1.22%
10,444
-16
21
$2M 1.2%
8,163
+54
22
$2M 1.2%
8,557
23
$1.9M 1.14%
40,841
+1,114
24
$1.9M 1.14%
5,062
+2
25
$1.84M 1.1%
10,792
-30
1
2 3 4 5