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
$289M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.05M
3
+$3.91M
4
VC icon
Visteon
VC
+$3.86M
5
RBA icon
RB Global
RBA
+$3.62M

Top Sells

1
+$4.33M
2
+$2.55M
3
+$1.91M
4
RUSL
Direxion Daily Russia Bull 2X Shares
RUSL
+$827K
5
HCA icon
HCA Healthcare
HCA
+$677K

Sector Composition

1 Healthcare 28.84%
2 Industrials 26.38%
3 Technology 9.69%
4 Financials 9.42%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.74M 1.64%
258,960
27
$4.38M 1.52%
+180,000
28
$4.05M 1.4%
+210,000
29
$3.91M 1.35%
+50,000
30
$3.86M 1.34%
+40,000
31
$3.65M 1.26%
299,909
32
$3.21M 1.11%
75,950
33
$3.15M 1.09%
+15,000
34
$2.82M 0.98%
30,100
35
$2.75M 0.95%
125,500
+95,500
36
$2.53M 0.88%
+90,000
37
$2.42M 0.84%
65,127
38
$2.38M 0.82%
+100,000
39
$1.35M 0.47%
72,900
40
$878K 0.3%
171,741
-120,583
41
$782K 0.27%
15,180
-2,700
42
$706K 0.24%
11,650
-4,300
43
$634K 0.22%
+100,000
44
– –
-103,125
45
– –
-25,000
46
– –
-15,000
47
– –
-55,000
1
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