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
$155M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.43M
3
+$4.11M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.74M
5
GLD icon
SPDR Gold Trust
GLD
+$2.36M

Top Sells

1
+$10.8M
2
+$2.98M
3
+$2.67M
4
LVLT
Level 3 Communications Inc
LVLT
+$1.09M
5
QHC
Quorum Health Corporation
QHC
+$335K

Sector Composition

1 Industrials 38.8%
2 Healthcare 24.08%
3 Consumer Discretionary 12.43%
4 Financials 7.85%
5 Technology 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.74%
+120,000
27
$1M 0.65%
+23,720
28
$886K 0.57%
50,000
-150,900
29
$717K 0.46%
5,018
-20,867
30
$569K 0.37%
39,638
31
– –
-46,091
1
2