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
$264M
AUM Growth
+$7.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.87M
3
+$2.12M
4
HCA icon
HCA Healthcare
HCA
+$1.96M
5
BCS icon
Barclays
BCS
+$1.72M

Top Sells

1
+$3.71M
2
+$3.4M
3
+$3.19M
4
PRKS icon
United Parks & Resorts
PRKS
+$2.85M
5
BID
Sotheby's
BID
+$2.43M

Sector Composition

1 Healthcare 35.67%
2 Industrials 25.4%
3 Financials 8.6%
4 Consumer Discretionary 7.54%
5 Technology 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.48M 1.7%
185,950
-50,000
27
$4.39M 1.66%
30,000
28
$3.57M 1.35%
20,000
29
$2.92M 1.11%
299,909
30
$2.14M 0.81%
180,000
+50,000
31
$1.81M 0.68%
63,965
-1,162
32
$1.72M 0.65%
+141,256
33
$1.08M 0.41%
10,000
34
$760K 0.29%
14,680
-500
35
$687K 0.26%
10,400
-1,250
36
– –
-50,000
37
– –
-30,000
38
– –
-160,000
39
– –
-75,950
1
2