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
$158M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.18M
2
+$2.65M
3
+$2.45M
4
THC icon
Tenet Healthcare
THC
+$2.11M
5
CSIQ icon
Canadian Solar
CSIQ
+$2.09M

Top Sells

1
+$4.96M
2
+$4.37M
3
+$4.27M
4
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$3.58M
5
TDG icon
TransDigm Group
TDG
+$2.2M

Sector Composition

1 Industrials 35.52%
2 Healthcare 16.24%
3 Financials 11.16%
4 Consumer Discretionary 7.22%
5 Technology 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.4M 8.58%
471,241
2
$12.9M 7.68%
79,831
-13,681
3
$9.14M 5.46%
417,194
-58,000
4
$8.48M 5.07%
120,726
5
$7.91M 4.73%
209,200
+70,000
6
$7.33M 4.38%
266,910
7
$6.56M 3.92%
44,050
8
$6.18M 3.69%
+68,100
9
$5.65M 3.37%
78,904
10
$5.55M 3.31%
116,300
11
$5.47M 3.27%
40,100
+10,000
12
$5.42M 3.24%
103,980
+19,800
13
$4.88M 2.92%
272,360
-13,500
14
$4.83M 2.89%
106,676
-16,000
15
$4.75M 2.84%
306,900
16
$4.25M 2.54%
72,750
+19,500
17
$4M 2.39%
103,160
18
$3.95M 2.36%
299,909
19
$3.75M 2.24%
246,200
20
$3.46M 2.07%
40,400
21
$3.13M 1.87%
98,127
+17,877
22
$2.45M 1.46%
+22,000
23
$2.44M 1.46%
45,950
24
$2.4M 1.43%
34,200
25
$2.21M 1.32%
99,600
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