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
$124M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$2.92M
2 +$2.55M
3 +$2.01M
4
UAL icon
United Airlines
UAL
+$1.92M
5
EXPE icon
Expedia Group
EXPE
+$1.7M

Top Sells

1 +$666K
2 +$564K
3 +$515K
4
CVS icon
CVS Health
CVS
+$415K
5
TDG icon
TransDigm Group
TDG
+$410K

Sector Composition

1 Industrials 49.4%
2 Healthcare 26.85%
3 Consumer Discretionary 7.07%
4 Technology 2.98%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-6,000