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
$199M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.65M
3
+$4.63M
4
FND icon
Floor & Decor
FND
+$1.98M
5
MCK icon
McKesson
MCK
+$1.97M

Top Sells

1
+$593K
2
+$192K
3
+$133K
4
HCA icon
HCA Healthcare
HCA
+$122K
5
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$84.8K

Sector Composition

1 Industrials 37.17%
2 Healthcare 21.18%
3 Consumer Discretionary 12.56%
4 Financials 8.6%
5 Technology 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1%
+50,500
27
$1.93M 0.97%
100,000
+50,000
28
$1.79M 0.9%
+40,000
29
$1.7M 0.85%
33,720
+10,000
30
$1.7M 0.85%
77,291
31
$1.45M 0.73%
8,300
-1,100
32
$1.3M 0.65%
+10,000
33
$1.27M 0.64%
+30,000
34
$1.19M 0.6%
126,000
+6,000
35
$1M 0.5%
+15,000
36
$914K 0.46%
+10,000
37
$831K 0.42%
+15,000
38
$817K 0.41%
+30,000
39
$650K 0.33%
5,018
40
$478K 0.24%
+20,000
41
$443K 0.22%
34,282
-5,356
42
$364K 0.18%
+15,000
1
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