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
51
– –
-54,059
52
– –
-33,100
53
– –
-50,000
1 2
3