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
$208M
AUM Growth
+$2.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Sells

1 +$3.14M
2 +$3.12M
3 +$3.11M
4
SHLM
Schulman (A.) Inc
SHLM
+$2.75M
5
GLD icon
SPDR Gold Trust
GLD
+$2.6M

Sector Composition

1 Industrials 33%
2 Healthcare 25.09%
3 Consumer Discretionary 9.67%
4 Materials 7.98%
5 Financials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-73,738