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
$144M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.58M
3
+$3.92M
4
THC icon
Tenet Healthcare
THC
+$2.81M
5
SF icon
Stifel
SF
+$2.5M

Top Sells

1
+$6.28M
2
+$2.97M
3
+$2.03M
4
EXPE icon
Expedia Group
EXPE
+$1.75M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$712K

Sector Composition

1 Industrials 54.42%
2 Healthcare 23.45%
3 Financials 8.32%
4 Consumer Discretionary 5.54%
5 Technology 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-16,800
27
– –
-30,000
28
– –
-22,597
1
2