Asset Manager
← All Institutions
Tudor Financial Inc.
Market Value
$195M
+3.8%
Holdings
147
+7
New Purchases
8
Added To
66
Closed
5
Reduced
40
Top 10 Concentration
34.5%
Turnover
8.8%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| ACN | 1.19% | 0.00% | +1.19% | $2M |
| SLV | 1.11% | 0.00% | +1.11% | $2M |
| IVV | 2.18% | 1.68% | +0.49% | $4M |
| FTXL | 0.44% | 0.00% | +0.44% | $866K |
| HYG | 4.73% | 4.29% | +0.44% | $9M |
| MISL | 0.44% | 0.00% | +0.44% | $852K |
| IBB | 0.64% | 0.22% | +0.42% | $1M |
| IYC | 0.35% | 0.00% | +0.35% | $692K |
| AMGN | 1.74% | 1.58% | +0.16% | $3M |
| FXU | 0.33% | 0.19% | +0.14% | $638K |
| VOX | 0.32% | 0.19% | +0.13% | $626K |
| LLY | 0.57% | 0.44% | +0.13% | $1M |
| WFC | 0.56% | 0.43% | +0.12% | $1M |
| FDX | 0.12% | 0.00% | +0.12% | $233K |
| AMAT | 0.12% | 0.00% | +0.12% | $227K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| IAK | 0.00% | 1.72% | -1.72% | $0 |
| FXR | 0.00% | 0.54% | -0.54% | $0 |
| QQXT | 0.00% | 0.43% | -0.43% | $0 |
| ORCL | 0.58% | 0.96% | -0.38% | $1M |
| IGV | 1.66% | 2.00% | -0.34% | $3M |
| CTAS | 2.17% | 2.46% | -0.29% | $4M |
| VOO | 4.85% | 5.09% | -0.24% | $9M |
| CMCSA | 0.23% | 0.47% | -0.24% | $453K |
| RTX | 0.36% | 0.60% | -0.24% | $705K |
| ITA | 1.97% | 2.21% | -0.24% | $4M |
| TD | 0.00% | 0.18% | -0.18% | $0 |
| HRL | 0.29% | 0.44% | -0.15% | $570K |
| MSFT | 1.19% | 1.33% | -0.14% | $2M |
| VZ | 0.00% | 0.13% | -0.13% | $0 |
| ALL | 1.61% | 1.74% | -0.13% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 44 | $61M | 31.5% |
| Large Cap | 80 | $115M | 59.1% |
| Mid Cap | 11 | $8M | 4.2% |
| Small Cap | 11 | $9M | 4.7% |
| Micro Cap | 1 | $852K | 0.4% |
Portfolio Analytics
Avg Market Cap
$372.3B
Median Market Cap
$91.7B
Avg P/E
32.9
Median P/E
25.6
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
86
# ETFs / Funds
61
Top Holdings (147 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | 4.85% | 15,096 | $9M | $627.15 | -$106K | -537 | -3.4% | |
| 2 | HYG | 4.73% | 114,499 | $9M | $80.63 | $1M | +15,099 | +15.2% | |
| 3 | DIA | 4.64% | 18,864 | $9M | $480.57 | $290K | -59 | -0.3% | |
| 4 | IWB | 4.58% | 23,960 | $9M | $373.44 | $109K | -223 | -0.9% | |
| 5 | SCHD | 3.62% | 258,144 | $7M | $27.43 | $228K | +7,116 | +2.8% | |
| 6 | SCHF | 3.44% | 279,345 | $7M | $24.04 | $287K | +3,200 | +1.2% | |
| 7 | QQQ | 2.32% | 7,378 | $5M | $614.31 | $85K | -30 | -0.4% | |
| 8 | IVV | 2.18% | 6,216 | $4M | $684.92 | $1M | +1,479 | +31.2% | |
| 9 | CTAS | 2.17% | 22,530 | $4M | $188.07 | -$387K | — | — | |
| 10 | ITA | 1.97% | 17,900 | $4M | $214.68 | -$309K | -1,941 | -9.8% | |
| 11 | IAI | 1.75% | 19,012 | $3M | $179.37 | $77K | +168 | +0.9% | |
| 12 | AMGN | 1.74% | 10,383 | $3M | $327.32 | $426K | -150 | -1.4% | |
| 13 | IGV | 1.66% | 30,751 | $3M | $105.69 | -$514K | -1,978 | -6.0% | |
| 14 | ALL | 1.61% | 15,099 | $3M | $208.16 | -$127K | -135 | -0.9% | |
| 15 | AAPL | 1.48% | 10,630 | $3M | $271.87 | $225K | +166 | +1.6% | |
| 16 | IYJ | 1.47% | 19,364 | $3M | $148.17 | $164K | +821 | +4.4% | |
| 17 | SPY | 1.40% | 4,008 | $3M | $681.95 | $63K | — | — | |
| 18 | NVDA | 1.40% | 14,623 | $3M | $186.50 | -$99K | -525 | -3.5% | |
| 19 | JPM | 1.34% | 8,123 | $3M | $322.20 | $44K | -34 | -0.4% | |
| 20 | RSP | 1.25% | 12,791 | $2M | $191.56 | $59K | +185 | +1.5% | |
| 21 | EFA | 1.23% | 24,946 | $2M | $96.03 | $99K | +352 | +1.4% | |
| 22 | ACN | 1.19% | 8,700 | $2M | $268.30 | — | +8,700 | — | NEW |
| 23 | MSFT | 1.19% | 4,803 | $2M | $483.62 | -$172K | -14 | -0.3% | |
| 24 | VIG | 1.16% | 10,354 | $2M | $219.78 | $53K | +55 | +0.5% | |
| 25 | GOOG | 1.15% | 7,158 | $2M | $313.80 | $223K | -1,150 | -13.8% | |
| 26 | HSY | 1.11% | 11,915 | $2M | $181.98 | -$60K | — | — | |
| 27 | SLV | 1.11% | 33,642 | $2M | $64.42 | — | +33,642 | — | NEW |
| 28 | LOW | 1.06% | 8,566 | $2M | $241.16 | -$26K | +241 | +2.9% | |
| 29 | IAU | 1.02% | 24,471 | $2M | $81.17 | $282K | +1,054 | +4.5% | |
| 30 | CNI | 0.84% | 16,640 | $2M | $98.85 | $174K | +1,045 | +6.7% | |
| 31 | CAT | 0.81% | 2,752 | $2M | $572.84 | $242K | -44 | -1.6% | |
| 32 | PFF | 0.79% | 49,966 | $2M | $30.96 | -$9K | +765 | +1.6% | |
| 33 | AEP | 0.78% | 13,135 | $2M | $115.31 | $37K | — | — | |
| 34 | PG | 0.76% | 10,402 | $1M | $143.30 | -$118K | -65 | -0.6% | |
| 35 | PGX | 0.74% | 128,005 | $1M | $11.24 | $62K | +9,280 | +7.8% | |
| 36 | VT | 0.73% | 10,070 | $1M | $141.06 | $42K | +65 | +0.7% | |
| 37 | V | 0.73% | 4,046 | $1M | $350.70 | $31K | -20 | -0.5% | |
| 38 | CSCO | 0.72% | 18,181 | $1M | $77.03 | -$119K | -4,028 | -18.1% | |
| 39 | IJR | 0.70% | 11,438 | $1M | $120.18 | $136K | +1,016 | +9.8% | |
| 40 | APD | 0.70% | 5,530 | $1M | $247.04 | -$149K | -26 | -0.5% | |
| 41 | IJH | 0.66% | 19,409 | $1M | $66.00 | $97K | +1,259 | +6.9% | |
| 42 | XOM | 0.65% | 10,507 | $1M | $120.34 | $217K | +1,218 | +13.1% | |
| 43 | IBB | 0.64% | 7,387 | $1M | $168.77 | $829K | +4,497 | +155.6% | |
| 44 | NOC | 0.62% | 2,140 | $1M | $570.21 | -$84K | — | — | |
| 45 | TRV | 0.62% | 4,200 | $1M | $290.06 | $46K | — | — | |
| 46 | FDN | 0.61% | 4,400 | $1M | $269.18 | -$195K | -529 | -10.7% | |
| 47 | JNJ | 0.60% | 5,672 | $1M | $206.94 | $123K | +3 | +0.1% | |
| 48 | AMZN | 0.59% | 5,004 | $1M | $230.82 | $85K | +130 | +2.7% | |
| 49 | BAC | 0.59% | 20,933 | $1M | $55.00 | $109K | +728 | +3.6% | |
| 50 | ORCL | 0.58% | 5,856 | $1M | $194.90 | -$667K | -573 | -8.9% | |
| 51 | LLY | 0.57% | 1,030 | $1M | $1,074.92 | $280K | -54 | -5.0% | |
| 52 | IDEV | 0.57% | 13,400 | $1M | $82.48 | $114K | +1,039 | +8.4% | |
| 53 | IEMG | 0.56% | 16,248 | $1M | $67.22 | $114K | +1,410 | +9.5% | |
| 54 | WFC | 0.56% | 11,648 | $1M | $93.20 | $273K | +1,955 | +20.2% | |
| 55 | HD | 0.54% | 3,067 | $1M | $344.11 | -$201K | -34 | -1.1% | |
| 56 | SOXX | 0.52% | 3,371 | $1M | $301.18 | $120K | +70 | +2.1% | |
| 57 | PEP | 0.50% | 6,861 | $985K | $143.51 | $21K | — | — | |
| 58 | VEA | 0.50% | 15,535 | $970K | $62.47 | $84K | +749 | +5.1% | |
| 59 | VYMI | 0.50% | 10,753 | $968K | $90.00 | $113K | +662 | +6.6% | |
| 60 | TSM | 0.49% | 3,150 | $957K | $303.89 | $77K | — | — | |
| 61 | ABBV | 0.48% | 4,101 | $937K | $228.51 | -$6K | +26 | +0.6% | |
| 62 | WMT | 0.46% | 8,034 | $895K | $111.41 | $56K | -105 | -1.3% | |
| 63 | VPU | 0.45% | 4,708 | $871K | $185.04 | $54K | +394 | +9.1% | |
| 64 | FTXL | 0.44% | 6,683 | $866K | $129.54 | — | +6,683 | — | NEW |
| 65 | MISL | 0.44% | 19,912 | $852K | $42.79 | — | +19,912 | — | NEW |
| 66 | FXO | 0.42% | 13,757 | $830K | $60.35 | $29K | +263 | +1.9% | |
| 67 | VOT | 0.42% | 2,916 | $814K | $279.13 | $59K | +347 | +13.5% | |
| 68 | CVX | 0.41% | 5,291 | $806K | $152.40 | $1K | +107 | +2.1% | |
| 69 | IJK | 0.41% | 8,302 | $804K | $96.88 | -$8K | -170 | -2.0% | |
| 70 | VFH | 0.41% | 5,950 | $794K | $133.48 | $89K | +578 | +10.8% | |
| 71 | OEF | 0.38% | 2,175 | $746K | $342.97 | -$5K | -80 | -3.5% | |
| 72 | GOOGL | 0.38% | 2,367 | $741K | $313.00 | $172K | +25 | +1.1% | |
| 73 | MPC | 0.38% | 4,538 | $738K | $162.62 | -$109K | +144 | +3.3% | |
| 74 | IBM | 0.38% | 2,481 | $735K | $296.22 | $63K | +101 | +4.2% | |
| 75 | ITW | 0.38% | 2,978 | $733K | $246.30 | -$43K | — | — | |
| 76 | SHYG | 0.37% | 16,649 | $714K | $42.87 | -$2K | +120 | +0.7% | |
| 77 | RTX | 0.36% | 3,846 | $705K | $183.41 | -$424K | -2,906 | -43.0% | |
| 78 | IYC | 0.35% | 6,710 | $692K | $103.13 | — | +6,710 | — | NEW |
| 79 | IWD | 0.34% | 3,199 | $673K | $210.34 | $22K | — | — | |
| 80 | FXU | 0.33% | 14,174 | $638K | $45.01 | $282K | +6,352 | +81.2% | |
| 81 | FV | 0.32% | 10,066 | $633K | $62.92 | -$21K | -500 | -4.7% | |
| 82 | DUK | 0.32% | 5,400 | $633K | $117.22 | -$41K | -49 | -0.9% | |
| 83 | VOX | 0.32% | 3,231 | $626K | $193.63 | $270K | +1,338 | +70.7% | |
| 84 | CGGO | 0.32% | 17,890 | $620K | $34.65 | $169K | +4,681 | +35.4% | |
| 85 | NEE | 0.32% | 7,670 | $616K | $80.28 | $49K | +165 | +2.2% | |
| 86 | ABT | 0.30% | 4,709 | $590K | $125.29 | -$41K | +1 | +0.0% | |
| 87 | HRL | 0.29% | 24,065 | $570K | $23.70 | -$257K | -9,375 | -28.0% | |
| 88 | META | 0.29% | 857 | $566K | $660.28 | $14K | +105 | +14.0% | |
| 89 | CGBL | 0.29% | 16,000 | $565K | $35.33 | $94K | +2,431 | +17.9% | |
| 90 | MDT | 0.29% | 5,880 | $565K | $96.06 | $43K | +400 | +7.3% | |
| 91 | AEE | 0.29% | 5,656 | $565K | $99.86 | -$26K | — | — | |
| 92 | CGGR | 0.29% | 12,686 | $564K | $44.47 | $65K | +1,318 | +11.6% | |
| 93 | LMT | 0.26% | 1,061 | $513K | $483.73 | -$16K | — | — | |
| 94 | TXN | 0.26% | 2,957 | $513K | $173.49 | -$75K | -245 | -7.7% | |
| 95 | CSX | 0.26% | 14,066 | $510K | $36.25 | $10K | — | — | |
| 96 | TROW | 0.26% | 4,871 | $499K | $102.37 | -$95K | -909 | -15.7% | |
| 97 | VEEV | 0.25% | 2,156 | $481K | $223.23 | $95K | +860 | +66.4% | |
| 98 | GS | 0.24% | 543 | $477K | $878.41 | $57K | +16 | +3.0% | |
| 99 | FPE | 0.24% | 25,711 | $468K | $18.22 | $26K | +1,431 | +5.9% | |
| 100 | EMR | 0.24% | 3,480 | $462K | $132.73 | $22K | +125 | +3.7% |