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
$268M
AUM Growth
+$53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$5.71M
3
+$5.43M
4
ADUS icon
Addus HomeCare
ADUS
+$4.56M
5
WFC icon
Wells Fargo
WFC
+$3.15M

Top Sells

1
+$4.23M
2
+$1.96M
3
+$1.89M
4
CALM icon
Cal-Maine
CALM
+$1.52M
5
LAZ icon
Lazard
LAZ
+$1.44M

Sector Composition

1 Industrials 32.5%
2 Healthcare 26.43%
3 Financials 9.91%
4 Consumer Discretionary 7.8%
5 Technology 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.72M 1.39%
75,000
27
$3.64M 1.36%
24,000
28
$3.53M 1.32%
20,375
29
$3.34M 1.25%
92,800
-22,500
30
$3.15M 1.18%
+60,000
31
$3.06M 1.14%
+60,000
32
$2.88M 1.08%
58,160
33
$2.75M 1.02%
+20,300
34
$2.57M 0.96%
53,488
-30,000
35
$2.36M 0.88%
69,150
36
$2.1M 0.79%
+16,600
37
$2M 0.75%
20,000
38
$1.67M 0.62%
15,000
39
$1.62M 0.61%
56,000
40
$1.59M 0.59%
6,500
-1,000
41
$1.58M 0.59%
211,800
42
$1.55M 0.58%
41,187
-50,000
43
$1.54M 0.57%
+50,000
44
$1.5M 0.56%
27,752
45
$1.46M 0.54%
8,000
46
$1.43M 0.53%
+74,200
47
$1.32M 0.49%
7,000
48
$1.09M 0.41%
61,020
49
$824K 0.31%
96,318
+1,279
50
$667K 0.25%
+115,000
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