EMR

Errol M. Rudman Portfolio holdings

AUM $148M
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$538K
3
+$18.9K

Top Sells

1
+$5.89M
2
+$4.27M
3
+$4.16M
4
FCX icon
Freeport-McMoran
FCX
+$4.03M
5
AIG.WS
American International Group, Inc.
AIG.WS
+$3.46M

Sector Composition

1 Industrials 52.77%
2 Healthcare 29.83%
3 Consumer Discretionary 6.35%
4 Technology 1.94%
5 Financials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-185,051
27
– –
-109,073
28
– –
-66,640
1
2