Asset Manager
← All Institutions
Tudor Financial Inc.
Market Value
$195M
+0.1%
Holdings
151
+4
New Purchases
9
Added To
58
Closed
13
Reduced
71
Top 10 Concentration
33.7%
Turnover
14.6%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IEZ | 1.18% | 0.00% | +1.18% | $2M |
| SOXX | 1.47% | 0.52% | +0.96% | $3M |
| ORCL | 1.42% | 0.58% | +0.84% | $3M |
| CMCSA | 0.86% | 0.23% | +0.63% | $2M |
| SCHD | 4.05% | 3.62% | +0.43% | $8M |
| VDE | 0.40% | 0.00% | +0.40% | $783K |
| VIS | 0.38% | 0.00% | +0.38% | $745K |
| FBT | 0.35% | 0.00% | +0.35% | $683K |
| FTXR | 0.29% | 0.00% | +0.29% | $563K |
| XOM | 0.91% | 0.65% | +0.26% | $2M |
| FYX | 0.21% | 0.00% | +0.21% | $403K |
| CAT | 0.99% | 0.81% | +0.18% | $2M |
| MPC | 0.55% | 0.38% | +0.17% | $1M |
| HSY | 1.27% | 1.11% | +0.16% | $2M |
| CVX | 0.56% | 0.41% | +0.15% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IGV | 0.00% | 1.66% | -1.66% | $0 |
| FDN | 0.00% | 0.61% | -0.61% | $0 |
| FXO | 0.00% | 0.42% | -0.42% | $0 |
| VOT | 0.00% | 0.42% | -0.42% | $0 |
| VFH | 0.00% | 0.41% | -0.41% | $0 |
| IYC | 0.00% | 0.35% | -0.35% | $0 |
| FXU | 0.00% | 0.33% | -0.33% | $0 |
| MDT | 0.00% | 0.29% | -0.29% | $0 |
| MSFT | 0.91% | 1.19% | -0.28% | $2M |
| VOO | 4.58% | 4.85% | -0.27% | $9M |
| IWB | 4.33% | 4.58% | -0.25% | $8M |
| ACN | 0.95% | 1.19% | -0.24% | $2M |
| CTAS | 1.95% | 2.17% | -0.22% | $4M |
| DIA | 4.45% | 4.64% | -0.19% | $9M |
| IAI | 1.58% | 1.75% | -0.16% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 44 | $61M | 31.4% |
| Large Cap | 81 | $114M | 58.5% |
| Mid Cap | 13 | $7M | 3.7% |
| Small Cap | 10 | $9M | 4.4% |
| Micro Cap | 3 | $4M | 2.0% |
Portfolio Analytics
Avg Market Cap
$361.9B
Median Market Cap
$89.6B
Avg P/E
33.1
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
85
# ETFs / Funds
66
Top Holdings (151 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HYG | 4.65% | 13,207 | $9M | $688.97 | -$133K | -101,292 | -88.5% | |
| 2 | VOO | 4.58% | 69,913 | $9M | $128.04 | -$516K | +54,817 | +363.1% | |
| 3 | DIA | 4.45% | 76,426 | $9M | $113.76 | -$371K | +57,562 | +305.1% | |
| 4 | IWB | 4.33% | 43,857 | $8M | $192.81 | -$491K | +19,897 | +83.0% | |
| 5 | SCHD | 4.05% | 4,387 | $8M | $1,805.30 | $839K | -253,757 | -98.3% | |
| 6 | SCHF | 3.55% | 3,267 | $7M | $2,122.20 | $218K | -276,078 | -98.8% | |
| 7 | QQQ | 2.17% | 77,919 | $4M | $54.41 | -$293K | +70,541 | +956.1% | |
| 8 | IVV | 2.05% | 110,392 | $4M | $36.22 | -$259K | +104,176 | +1675.9% | |
| 9 | ITA | 1.98% | 37,188 | $4M | $103.81 | $18K | +19,288 | +107.8% | |
| 10 | CTAS | 1.95% | 507 | $4M | $7,516.22 | -$426K | -22,023 | -97.8% | |
| 11 | AMGN | 1.71% | 15,481 | $3M | $215.54 | -$62K | +5,098 | +49.1% | |
| 12 | ALL | 1.60% | 7,464 | $3M | $419.46 | -$12K | -7,635 | -50.6% | |
| 13 | IAI | 1.58% | 26,761 | $3M | $115.55 | -$318K | +7,749 | +40.8% | |
| 14 | SOXX | 1.47% | 53,572 | $3M | $53.81 | $2M | +50,201 | +1489.2% | |
| 15 | IYJ | 1.45% | 23,164 | $3M | $122.35 | -$35K | +3,800 | +19.6% | |
| 16 | ORCL | 1.42% | 6,326 | $3M | $439.08 | $2M | +470 | +8.0% | |
| 17 | AAPL | 1.39% | 13,451 | $3M | $201.72 | -$177K | +2,821 | +26.5% | |
| 18 | SPY | 1.35% | 19,510 | $3M | $134.91 | -$101K | +15,502 | +386.8% | |
| 19 | NVDA | 1.30% | 9,243 | $3M | $274.03 | -$194K | -5,380 | -36.8% | |
| 20 | RSP | 1.27% | 27,445 | $2M | $90.52 | $34K | +14,654 | +114.6% | |
| 21 | HSY | 1.27% | 6,860 | $2M | $361.08 | $309K | -5,055 | -42.4% | |
| 22 | EFA | 1.25% | 5,536 | $2M | $442.69 | $55K | -19,410 | -77.8% | |
| 23 | JPM | 1.22% | 17,355 | $2M | $137.80 | -$226K | +9,232 | +113.7% | |
| 24 | IEZ | 1.18% | 4,574 | $2M | $502.61 | — | +4,574 | — | NEW |
| 25 | SLV | 1.16% | 6,541 | $2M | $345.88 | $95K | -27,101 | -80.6% | |
| 26 | VIG | 1.13% | 11,613 | $2M | $190.19 | -$67K | +1,259 | +12.2% | |
| 27 | IAU | 1.10% | 8,552 | $2M | $250.92 | $160K | -15,919 | -65.0% | |
| 28 | GOOG | 1.04% | 5,163 | $2M | $394.93 | -$207K | -1,995 | -27.9% | |
| 29 | LOW | 1.04% | 7,561 | $2M | $268.86 | -$33K | -1,005 | -11.7% | |
| 30 | CAT | 0.99% | 21,254 | $2M | $90.91 | $356K | +18,502 | +672.3% | |
| 31 | ACN | 0.95% | 7,138 | $2M | $260.71 | -$473K | -1,562 | -17.9% | |
| 32 | MSFT | 0.91% | 22,210 | $2M | $80.32 | -$539K | +17,407 | +362.4% | |
| 33 | XOM | 0.91% | 6,617 | $2M | $268.26 | $511K | -3,890 | -37.0% | |
| 34 | AEP | 0.88% | 2,491 | $2M | $693.18 | $212K | -10,644 | -81.0% | |
| 35 | CNI | 0.87% | 3,186 | $2M | $536.75 | $65K | -13,454 | -80.8% | |
| 36 | CMCSA | 0.86% | 976 | $2M | $1,719.22 | $1M | -14,164 | -93.5% | |
| 37 | APD | 0.82% | 6,391 | $2M | $251.36 | $240K | +861 | +15.6% | |
| 38 | PG | 0.77% | 6,355 | $2M | $238.22 | $23K | -4,047 | -38.9% | |
| 39 | PFF | 0.77% | 1,243 | $1M | $1,206.36 | -$47K | -48,723 | -97.5% | |
| 40 | NOC | 0.75% | 7,505 | $1M | $194.54 | $240K | +5,365 | +250.7% | |
| 41 | CSCO | 0.72% | 2,793 | $1M | $505.24 | $11K | -15,388 | -84.6% | |
| 42 | IJR | 0.72% | 18,647 | $1M | $75.62 | $35K | +7,209 | +63.0% | |
| 43 | PGX | 0.72% | 446 | $1M | $3,159.22 | -$30K | -127,559 | -99.7% | |
| 44 | JNJ | 0.72% | 14,178 | $1M | $98.70 | $226K | +8,506 | +150.0% | |
| 45 | VT | 0.71% | 3,043 | $1M | $457.73 | -$28K | -7,027 | -69.8% | |
| 46 | IJH | 0.68% | 9,387 | $1M | $142.58 | $57K | -10,022 | -51.6% | |
| 47 | IBB | 0.65% | 12,157 | $1M | $103.99 | $17K | +4,770 | +64.6% | |
| 48 | TRV | 0.63% | 2,625 | $1M | $466.69 | $7K | -1,575 | -37.5% | |
| 49 | V | 0.63% | 13,299 | $1M | $91.95 | -$196K | +9,253 | +228.7% | |
| 50 | IEMG | 0.58% | 8,440 | $1M | $133.29 | $33K | -7,808 | -48.1% | |
| 51 | IDEV | 0.57% | 10,112 | $1M | $110.09 | $8K | -3,288 | -24.5% | |
| 52 | CVX | 0.56% | 5,379 | $1M | $203.76 | $290K | +88 | +1.7% | |
| 53 | MPC | 0.55% | 8,790 | $1M | $122.23 | $336K | +4,252 | +93.7% | |
| 54 | PEP | 0.54% | 3,727 | $1M | $281.75 | $65K | -3,134 | -45.7% | |
| 55 | AMZN | 0.53% | 8,956 | $1M | $116.37 | -$113K | +3,952 | +79.0% | |
| 56 | TSM | 0.53% | 2,028 | $1M | $512.42 | $82K | -1,122 | -35.6% | |
| 57 | VEA | 0.53% | 3,268 | $1M | $316.44 | $64K | -12,267 | -79.0% | |
| 58 | VYMI | 0.52% | 4,052 | $1M | $252.53 | $55K | -6,701 | -62.3% | |
| 59 | BAC | 0.52% | 2,730 | $1M | $373.25 | -$132K | -18,203 | -87.0% | |
| 60 | HD | 0.52% | 8,551 | $1M | $118.02 | -$46K | +5,484 | +178.8% | |
| 61 | WMT | 0.51% | 2,734 | $999K | $365.31 | $104K | -5,300 | -66.0% | |
| 62 | FTXL | 0.50% | 10,765 | $980K | $91.05 | $114K | +4,082 | +61.1% | |
| 63 | VPU | 0.50% | 8,916 | $972K | $109.00 | $101K | +4,208 | +89.4% | |
| 64 | MISL | 0.49% | 3,443 | $964K | $280.05 | $112K | -16,469 | -82.7% | |
| 65 | LLY | 0.49% | 18,395 | $952K | $51.77 | -$155K | +17,365 | +1685.9% | |
| 66 | WFC | 0.48% | 2,946 | $947K | $321.58 | -$138K | -8,702 | -74.7% | |
| 67 | ABBV | 0.46% | 6,742 | $892K | $132.33 | -$45K | +2,641 | +64.4% | |
| 68 | IJK | 0.42% | 4,427 | $829K | $187.33 | $25K | -3,875 | -46.7% | |
| 69 | VDE | 0.40% | 7,614 | $783K | $102.84 | — | +7,614 | — | NEW |
| 70 | ITW | 0.40% | 2,082 | $775K | $372.31 | $42K | -896 | -30.1% | |
| 71 | VIS | 0.38% | 13,738 | $745K | $54.25 | — | +13,738 | — | NEW |
| 72 | SHYG | 0.38% | 1,439 | $744K | $517.18 | $30K | -15,210 | -91.4% | |
| 73 | RTX | 0.38% | 2,508 | $742K | $295.89 | $37K | -1,338 | -34.8% | |
| 74 | NEE | 0.36% | 2,136 | $713K | $333.68 | $97K | -5,534 | -72.2% | |
| 75 | DUK | 0.36% | 4,583 | $708K | $154.42 | $75K | -817 | -15.1% | |
| 76 | OEF | 0.35% | 2,226 | $692K | $310.78 | -$54K | +51 | +2.3% | |
| 77 | IWD | 0.35% | 4,487 | $684K | $152.34 | $11K | +1,288 | +40.3% | |
| 78 | FBT | 0.35% | 12,250 | $683K | $55.77 | — | +12,250 | — | NEW |
| 79 | GOOGL | 0.34% | 6,326 | $673K | $106.37 | -$68K | +3,959 | +167.3% | |
| 80 | LMT | 0.33% | 9,066 | $641K | $70.75 | $128K | +8,005 | +754.5% | |
| 81 | IBM | 0.32% | 3,878 | $623K | $160.55 | -$112K | +1,397 | +56.3% | |
| 82 | AEE | 0.32% | 1,099 | $622K | $565.70 | $57K | -4,557 | -80.6% | |
| 83 | FV | 0.32% | 2,357 | $620K | $263.13 | -$13K | -7,709 | -76.6% | |
| 84 | CGGO | 0.31% | 1,502 | $616K | $409.86 | -$4K | -16,388 | -91.6% | |
| 85 | CGBL | 0.30% | 1,101 | $593K | $538.35 | $27K | -14,899 | -93.1% | |
| 86 | VOX | 0.30% | 4,496 | $590K | $131.24 | -$36K | +1,265 | +39.1% | |
| 87 | CSX | 0.30% | 698 | $577K | $827.24 | $68K | -13,368 | -95.0% | |
| 88 | TXN | 0.29% | 777 | $574K | $738.83 | $61K | -2,180 | -73.7% | |
| 89 | FTXR | 0.29% | 1,829 | $563K | $308.02 | — | +1,829 | — | NEW |
| 90 | HRL | 0.28% | 362 | $545K | $1,505.72 | -$25K | -23,703 | -98.5% | |
| 91 | MRK | 0.27% | 3,488 | $527K | $151.23 | $66K | -893 | -20.4% | |
| 92 | CGGR | 0.26% | 1,527 | $513K | $335.73 | -$51K | -11,159 | -88.0% | |
| 93 | ABT | 0.25% | 2,772 | $492K | $177.61 | -$98K | -1,937 | -41.1% | |
| 94 | META | 0.25% | 10,298 | $491K | $47.64 | -$75K | +9,441 | +1101.6% | |
| 95 | EMR | 0.24% | 2,620 | $475K | $181.16 | $13K | -860 | -24.7% | |
| 96 | FPE | 0.24% | 408 | $469K | $1,150.06 | $772 | -25,303 | -98.4% | |
| 97 | HON | 0.24% | 3,843 | $465K | $120.98 | $64K | +1,786 | +86.8% | |
| 98 | MCD | 0.24% | 5,283 | $463K | $87.65 | $16K | +3,821 | +261.4% | |
| 99 | T | 0.24% | 1,073 | $460K | $428.78 | $87K | -13,955 | -92.9% | |
| 100 | GS | 0.24% | 9,306 | $460K | $49.39 | -$17K | +8,763 | +1613.8% |