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
$256M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.92M
3
+$4.05M
4
HUM icon
Humana
HUM
+$3.58M
5
WOOF
VCA Inc.
WOOF
+$2.11M

Top Sells

1
+$8.13M
2
+$6.2M
3
+$4.51M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$4M
5
AMN icon
AMN Healthcare
AMN
+$3M

Sector Composition

1 Healthcare 36.35%
2 Industrials 25.5%
3 Financials 9.4%
4 Consumer Discretionary 8.65%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.45%
50,000
27
$3.69M 1.44%
100,000
28
$3.58M 1.4%
+20,000
29
$3.23M 1.26%
299,909
30
$2.85M 1.11%
160,000
-80,000
31
$2.43M 0.95%
75,950
32
$2.42M 0.95%
106,651
-18,849
33
$2.05M 0.8%
130,000
34
$1.83M 0.71%
65,127
35
$1.09M 0.43%
+10,000
36
$753K 0.29%
15,180
37
$710K 0.28%
11,650
38
$184K 0.07%
30,000
-735,000
39
– –
-30,100
40
– –
-32,900
41
– –
-52,300
42
– –
-40,000
43
– –
-13,000
44
– –
-6,573
45
– –
-258,960
46
– –
-20,000
47
– –
-157,646
48
– –
-100,000
1
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