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
$158M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.65M
3
+$2.45M
4
THC icon
Tenet Healthcare
THC
+$2.11M
5
CSIQ icon
Canadian Solar
CSIQ
+$2.09M

Top Sells

1
+$4.96M
2
+$4.37M
3
+$4.27M
4
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$3.58M
5
TDG icon
TransDigm Group
TDG
+$2.2M

Sector Composition

1 Industrials 35.52%
2 Healthcare 16.24%
3 Financials 11.16%
4 Consumer Discretionary 7.22%
5 Technology 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.27%
30,100
27
$2.11M 1.26%
+50,000
28
$2.09M 1.25%
+70,000
29
$1.96M 1.17%
10,780
-19,680
30
$1.82M 1.09%
+434,100
31
$1.44M 0.86%
72,900
-40,000
32
$914K 0.55%
+70,000
33
$903K 0.54%
+90,000
34
$894K 0.53%
+45,810
35
$852K 0.51%
+15,000
36
$671K 0.4%
+24,500
37
$510K 0.3%
+4,000
38
$388K 0.23%
30,600
39
– –
-102,000
40
– –
-150,385
41
– –
-90,600
42
– –
-216,450
43
– –
-84,330
1
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