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
$289M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.38M
2
+$4.05M
3
+$3.91M
4
VC icon
Visteon
VC
+$3.86M
5
RBA icon
RB Global
RBA
+$3.62M

Top Sells

1
+$4.33M
2
+$2.55M
3
+$1.91M
4
RUSL
Direxion Daily Russia Bull 2X Shares
RUSL
+$827K
5
HCA icon
HCA Healthcare
HCA
+$677K

Sector Composition

1 Healthcare 28.84%
2 Industrials 26.38%
3 Technology 9.69%
4 Financials 9.42%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.4M 6.36%
83,895
2
$17.8M 6.15%
329,867
3
$15.3M 5.32%
228,200
-1,000
4
$13.3M 4.62%
308,550
+60,500
5
$12.4M 4.31%
276,410
-2,000
6
$12.3M 4.25%
66,025
7
$10.8M 3.76%
704,800
+70,000
8
$10.5M 3.65%
110,201
9
$10.4M 3.61%
120,226
10
$9.67M 3.35%
72,000
11
$9.35M 3.24%
405,200
12
$9.29M 3.22%
783,309
+45,301
13
$8.93M 3.09%
99,200
+30,000
14
$8.14M 2.82%
78,904
15
$8.03M 2.78%
52,300
16
$7.9M 2.74%
150,176
+20,000
17
$7.61M 2.64%
101,200
-9,000
18
$7.32M 2.54%
133,500
-1,500
19
$7.28M 2.52%
160,000
+30,000
20
$6.83M 2.37%
765,000
+100,000
21
$6.74M 2.34%
63,090
+33,090
22
$5.93M 2.05%
103,160
23
$5.88M 2.04%
235,950
+145,000
24
$5.32M 1.84%
818,874
25
$4.95M 1.72%
100,000
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