EMR

Errol M. Rudman Portfolio holdings

AUM $148M
1-Year Est. Return 19.48%
This Quarter Est. Return
1 Year Est. Return
+19.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$3.54M
3
+$2.55M
4
COTY icon
Coty
COTY
+$2.35M
5
LPX icon
Louisiana-Pacific
LPX
+$1.59M

Top Sells

1
+$156K
2
+$148K
3
+$38.9K
4
TWTC
TW TELECOM INC CL A COM
TWTC
+$14.9K

Sector Composition

1 Industrials 33.41%
2 Financials 14.12%
3 Healthcare 13.26%
4 Consumer Discretionary 9.33%
5 Technology 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.56%
45,950
27
$2.21M 1.52%
80,250
+15,000
28
$2.08M 1.43%
150,385
-10,700
29
$2.05M 1.41%
99,600
30
$1.93M 1.33%
30,100
31
$1.59M 1.1%
+90,600
32
$397K 0.27%
30,600
-3,000
33
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0
1
2