Asset Manager
← All Institutions
Tudor Financial Inc.
Market Value
$188M
+6.7%
Holdings
139
-4
New Purchases
6
Added To
63
Closed
1
Reduced
39
Top 10 Concentration
34.9%
Turnover
5.0%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 1.42% | 1.22% | +0.20% | $3M |
| FXU | 0.19% | 0.00% | +0.19% | $356K |
| VOX | 0.19% | 0.00% | +0.19% | $355K |
| NVDA | 1.51% | 1.33% | +0.17% | $3M |
| ORCL | 0.96% | 0.81% | +0.15% | $2M |
| GOOG | 1.08% | 0.94% | +0.14% | $2M |
| CGIC | 0.13% | 0.00% | +0.13% | $248K |
| ITA | 2.21% | 2.09% | +0.12% | $4M |
| SCHG | 0.12% | 0.00% | +0.12% | $218K |
| ITOT | 0.11% | 0.00% | +0.11% | $214K |
| TSLA | 0.11% | 0.00% | +0.11% | $207K |
| IVV | 1.69% | 1.58% | +0.11% | $3M |
| IAU | 0.91% | 0.82% | +0.09% | $2M |
| NOC | 0.69% | 0.61% | +0.09% | $1M |
| ABBV | 0.50% | 0.42% | +0.08% | $944K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| CTAS | 2.46% | 2.85% | -0.39% | $5M |
| UNH | 0.00% | 0.29% | -0.29% | $0 |
| VZ | 0.13% | 0.35% | -0.22% | $247K |
| HYG | 4.30% | 4.49% | -0.19% | $8M |
| CNI | 0.78% | 0.92% | -0.14% | $1M |
| HRL | 0.44% | 0.57% | -0.13% | $827K |
| DIA | 4.67% | 4.80% | -0.12% | $9M |
| PG | 0.86% | 0.98% | -0.12% | $2M |
| CMCSA | 0.47% | 0.58% | -0.11% | $889K |
| SCHD | 3.65% | 3.75% | -0.10% | $7M |
| IAK | 1.72% | 1.82% | -0.09% | $3M |
| V | 0.74% | 0.83% | -0.09% | $1M |
| APD | 0.81% | 0.89% | -0.08% | $2M |
| MSFT | 1.33% | 1.41% | -0.08% | $2M |
| QQXT | 0.43% | 0.50% | -0.07% | $803K |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $61M | 32.4% |
| Large Cap | 77 | $107M | 57.1% |
| Mid Cap | 12 | $8M | 4.2% |
| Small Cap | 8 | $12M | 6.3% |
Portfolio Analytics
Avg Market Cap
$410.2B
Median Market Cap
$94.4B
Avg P/E
31.7
Median P/E
21.9
Avg Dividend Yield
0.02%
Avg Beta
0.86
# Stocks
82
# ETFs / Funds
57
Top Holdings (139 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 5.10% | 15,633 | $10M | $612.40 | $567K | -223 | -1.4% | |
| 2 | IWB | 4.71% | 24,183 | $9M | $365.47 | $625K | -5 | -0.0% | |
| 3 | DIA | 4.67% | 18,923 | $9M | $463.74 | $333K | -236 | -1.2% | |
| 4 | HYG | 4.30% | 99,400 | $8M | $81.19 | $165K | +1,381 | +1.4% | |
| 5 | SCHD | 3.65% | 251,028 | $7M | $27.30 | $258K | +2,175 | +0.9% | |
| 6 | SCHF | 3.42% | 276,145 | $6M | $23.28 | $367K | +1,880 | +0.7% | |
| 7 | CTAS | 2.46% | 22,530 | $5M | $205.26 | -$398K | -4 | -0.0% | |
| 8 | QQQ | 2.37% | 7,408 | $4M | $600.33 | $374K | +24 | +0.3% | |
| 9 | ITA | 2.21% | 19,841 | $4M | $209.26 | $474K | +343 | +1.8% | |
| 10 | IGV | 2.00% | 32,729 | $4M | $115.01 | $159K | -199 | -0.6% | |
| 11 | IAI | 1.78% | 18,844 | $3M | $176.88 | $216K | +418 | +2.3% | |
| 12 | ALL | 1.74% | 15,234 | $3M | $214.65 | $203K | +1 | +0.0% | |
| 13 | IAK | 1.72% | 24,135 | $3M | $134.03 | $40K | +376 | +1.6% | |
| 14 | IVV | 1.69% | 4,737 | $3M | $669.32 | $390K | +258 | +5.8% | |
| 15 | AMGN | 1.58% | 10,533 | $3M | $282.20 | $88K | +201 | +1.9% | |
| 16 | NVDA | 1.51% | 15,148 | $3M | $186.58 | $478K | +285 | +1.9% | |
| 17 | IYJ | 1.44% | 18,543 | $3M | $145.87 | $93K | +192 | +1.1% | |
| 18 | SPY | 1.42% | 4,008 | $3M | $666.20 | $188K | -10 | -0.2% | |
| 19 | AAPL | 1.42% | 10,464 | $3M | $254.64 | $517K | -4 | -0.0% | |
| 20 | JPM | 1.37% | 8,157 | $3M | $315.42 | $183K | -87 | -1.1% | |
| 21 | MSFT | 1.33% | 4,817 | $2M | $517.93 | $15K | -168 | -3.4% | |
| 22 | RSP | 1.27% | 12,606 | $2M | $189.71 | $144K | +237 | +1.9% | |
| 23 | EFA | 1.22% | 24,594 | $2M | $93.37 | $109K | +125 | +0.5% | |
| 24 | HSY | 1.19% | 11,915 | $2M | $187.05 | $251K | — | — | |
| 25 | VIG | 1.18% | 10,299 | $2M | $215.79 | $110K | -20 | -0.2% | |
| 26 | LOW | 1.11% | 8,325 | $2M | $251.32 | $266K | +92 | +1.1% | |
| 27 | GOOG | 1.08% | 8,308 | $2M | $243.55 | $372K | -1,000 | -10.7% | |
| 28 | ORCL | 0.96% | 6,429 | $2M | $281.25 | $381K | -100 | -1.5% | |
| 29 | IAU | 0.91% | 23,417 | $2M | $72.77 | $264K | +323 | +1.4% | |
| 30 | PG | 0.86% | 10,467 | $2M | $153.64 | -$111K | -325 | -3.0% | |
| 31 | PFF | 0.83% | 49,201 | $2M | $31.62 | $38K | -255 | -0.5% | |
| 32 | CSCO | 0.81% | 22,209 | $2M | $68.42 | -$21K | +7 | +0.0% | |
| 33 | APD | 0.81% | 5,556 | $2M | $272.74 | -$52K | — | — | |
| 34 | AEP | 0.79% | 13,135 | $1M | $112.50 | $115K | — | — | |
| 35 | CNI | 0.78% | 15,595 | $1M | $94.30 | -$152K | — | — | |
| 36 | V | 0.74% | 4,066 | $1M | $341.35 | -$67K | -31 | -0.8% | |
| 37 | FDN | 0.73% | 4,929 | $1M | $279.84 | -$14K | -246 | -4.8% | |
| 38 | VT | 0.73% | 10,005 | $1M | $137.80 | $109K | +125 | +1.3% | |
| 39 | PGX | 0.73% | 118,725 | $1M | $11.60 | $49K | -645 | -0.5% | |
| 40 | CAT | 0.71% | 2,796 | $1M | $477.14 | $230K | -49 | -1.7% | |
| 41 | NOC | 0.69% | 2,140 | $1M | $609.32 | $234K | — | — | |
| 42 | HD | 0.67% | 3,101 | $1M | $405.17 | $105K | -41 | -1.3% | |
| 43 | IJR | 0.66% | 10,422 | $1M | $118.83 | $140K | +372 | +3.7% | |
| 44 | IJH | 0.63% | 18,150 | $1M | $65.26 | $96K | +600 | +3.4% | |
| 45 | TRV | 0.62% | 4,200 | $1M | $279.22 | $49K | — | — | |
| 46 | RTX | 0.60% | 6,752 | $1M | $167.33 | $144K | +1 | +0.0% | |
| 47 | AMZN | 0.57% | 4,874 | $1M | $219.57 | $10K | +40 | +0.8% | |
| 48 | JNJ | 0.56% | 5,669 | $1M | $185.41 | $187K | +14 | +0.2% | |
| 49 | XONA.DE | 0.56% | 9,289 | $1M | $112.75 | $45K | -11 | -0.1% | |
| 50 | BAC | 0.56% | 20,205 | $1M | $51.59 | $93K | +132 | +0.7% | |
| 51 | FXR | 0.55% | 13,124 | $1M | $78.06 | -$6K | -758 | -5.5% | |
| 52 | IDEV | 0.53% | 12,361 | $991K | $80.17 | $91K | +525 | +4.4% | |
| 53 | IEMG | 0.52% | 14,838 | $978K | $65.92 | $116K | +481 | +3.4% | |
| 54 | PEP | 0.51% | 6,861 | $964K | $140.43 | $58K | +1 | +0.0% | |
| 55 | ABBV | 0.50% | 4,075 | $944K | $231.54 | $207K | +107 | +2.7% | |
| 56 | SOXX | 0.48% | 3,301 | $895K | $271.14 | $168K | +255 | +8.4% | |
| 57 | CMCSA | 0.47% | 28,301 | $889K | $31.42 | -$134K | -360 | -1.3% | |
| 58 | VEA | 0.47% | 14,786 | $886K | $59.92 | $3K | -710 | -4.6% | |
| 59 | TSM | 0.47% | 3,150 | $880K | $279.29 | $166K | — | — | |
| 60 | VYMI | 0.46% | 10,091 | $855K | $84.68 | $23K | -283 | -2.7% | |
| 61 | MPC | 0.45% | 4,394 | $847K | $192.75 | $108K | -53 | -1.2% | |
| 62 | WMT | 0.45% | 8,139 | $839K | $103.06 | $38K | -47 | -0.6% | |
| 63 | HRL | 0.44% | 33,440 | $827K | $24.74 | -$184K | — | — | |
| 64 | LLY | 0.44% | 1,084 | $827K | $763.14 | -$14K | +5 | +0.5% | |
| 65 | VPU | 0.44% | 4,314 | $817K | $189.41 | $91K | +199 | +4.8% | |
| 66 | WFC | 0.43% | 9,693 | $812K | $83.82 | $88K | +652 | +7.2% | |
| 67 | IJK | 0.43% | 8,472 | $812K | $95.89 | $42K | — | — | |
| 68 | CVX | 0.43% | 5,184 | $805K | $155.28 | $64K | +7 | +0.1% | |
| 69 | QQXT | 0.43% | 8,117 | $803K | $98.94 | -$81K | -833 | -9.3% | |
| 70 | FXO | 0.43% | 13,494 | $801K | $59.39 | $48K | +62 | +0.5% | |
| 71 | ITW | 0.41% | 2,978 | $777K | $260.76 | $40K | — | — | |
| 72 | VOT | 0.40% | 2,569 | $755K | $293.76 | $85K | +214 | +9.1% | |
| 73 | OEF | 0.40% | 2,255 | $751K | $332.84 | $64K | — | — | |
| 74 | SHYG | 0.38% | 16,529 | $716K | $43.30 | $170K | +3,871 | +30.6% | |
| 75 | VFH | 0.38% | 5,372 | $705K | $131.23 | $102K | +633 | +13.4% | |
| 76 | DUK | 0.36% | 5,449 | $674K | $123.74 | $32K | +5 | +0.1% | |
| 77 | IBM | 0.36% | 2,380 | $671K | $282.14 | -$17K | +43 | +1.8% | |
| 78 | FV | 0.35% | 10,566 | $654K | $61.92 | $44K | +267 | +2.6% | |
| 79 | IWD | 0.35% | 3,199 | $651K | $203.59 | $30K | — | — | |
| 80 | ABT | 0.34% | 4,708 | $631K | $133.93 | -$10K | +2 | +0.0% | |
| 81 | TROW | 0.32% | 5,780 | $593K | $102.64 | $36K | +1 | +0.0% | |
| 82 | AEE | 0.31% | 5,656 | $590K | $104.38 | $41K | -68 | -1.2% | |
| 83 | TXN | 0.31% | 3,202 | $588K | $183.71 | -$76K | +1 | +0.0% | |
| 84 | GOOGL | 0.30% | 2,342 | $569K | $243.10 | $182K | +145 | +6.6% | |
| 85 | NEE | 0.30% | 7,505 | $567K | $75.49 | $32K | -196 | -2.5% | |
| 86 | META | 0.29% | 752 | $552K | $734.47 | $18K | +28 | +3.9% | |
| 87 | LMT | 0.28% | 1,061 | $530K | $499.17 | $39K | +1 | +0.1% | |
| 88 | MDT | 0.28% | 5,480 | $522K | $95.24 | $44K | — | — | |
| 89 | CSX | 0.27% | 14,066 | $499K | $35.51 | $41K | +4 | +0.0% | |
| 90 | CGGR | 0.27% | 11,368 | $499K | $43.92 | $101K | +1,570 | +16.0% | |
| 91 | BLK | 0.26% | 420 | $490K | $1,165.87 | $49K | — | — | |
| 92 | WSO | 0.26% | 1,195 | $483K | $404.30 | -$45K | — | — | |
| 93 | CGBL | 0.25% | 13,569 | $471K | $34.72 | $90K | +2,175 | +19.1% | |
| 94 | CGGO | 0.24% | 13,209 | $451K | $34.17 | $55K | +810 | +6.5% | |
| 95 | MCD | 0.24% | 1,461 | $444K | $303.94 | $17K | — | — | |
| 96 | GD | 0.24% | 1,302 | $444K | $341.00 | $64K | — | — | |
| 97 | FPE | 0.24% | 24,280 | $443K | $18.24 | $13K | +117 | +0.5% | |
| 98 | AJG | 0.24% | 1,425 | $441K | $309.74 | -$15K | -2 | -0.1% | |
| 99 | EMR | 0.23% | 3,355 | $440K | $131.17 | $6K | +102 | +3.1% | |
| 100 | T | 0.23% | 15,536 | $439K | $28.24 | $24K | +1,194 | +8.3% |