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
$196M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1 +$4.9M
2 +$4.79M
3 +$3.51M
4
ADT
ADT Corp
ADT
+$2.1M
5
AMN icon
AMN Healthcare
AMN
+$1.75M

Top Sells

1 +$2.69M
2 +$2.12M
3 +$1.86M
4
CSIQ icon
Canadian Solar
CSIQ
+$1.72M
5
ASCMA
Ascent Capital Group, Inc. Series A
ASCMA
+$1.63M

Sector Composition

1 Industrials 31.55%
2 Healthcare 21.01%
3 Financials 8.95%
4 Consumer Discretionary 5.99%
5 Technology 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19M 9.67%
471,241
2
$14.1M 7.16%
84,121
+4,290
3
$11M 5.62%
285,310
+20,000
4
$9.41M 4.79%
229,200
+20,000
5
$8.88M 4.52%
444,894
+38,600
6
$8.34M 4.24%
120,226
7
$7.49M 3.81%
199,650
+18,150
8
$6.56M 3.34%
116,300
9
$6.53M 3.32%
126,676
+20,000
10
$6.45M 3.28%
280,575
11
$6.14M 3.12%
52,000
12
$5.95M 3.03%
43,025
-1,025
13
$5.95M 3.03%
78,904
14
$5.88M 2.99%
124,880
-57,200
15
$4.9M 2.49%
+110,201
16
$4.83M 2.46%
103,160
17
$4.79M 2.44%
+44,100
18
$4.68M 2.38%
264,960
-7,400
19
$4.62M 2.35%
299,909
20
$4.18M 2.13%
55,000
21
$4.06M 2.06%
49,200
+15,000
22
$3.71M 1.89%
150,450
23
$3.51M 1.79%
+100,000
24
$3.19M 1.63%
25,100
-14,640
25
$3.19M 1.62%
75,950