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
$256M
AUM Growth
-$40.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$6.92M
3
+$4.05M
4
HUM icon
Humana
HUM
+$3.58M
5
WOOF
VCA Inc.
WOOF
+$2.11M

Top Sells

1
+$8.13M
2
+$6.2M
3
+$4.51M
4
PCP
PRECISION CASTPARTS CORP
PCP
+$4M
5
AMN icon
AMN Healthcare
AMN
+$3M

Sector Composition

1 Healthcare 36.35%
2 Industrials 25.5%
3 Financials 9.4%
4 Consumer Discretionary 8.65%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.8M 6.96%
83,895
2
$14.4M 5.63%
329,867
3
$12.4M 4.85%
276,410
4
$12.1M 4.72%
227,900
5
$12M 4.69%
66,025
6
$11M 4.29%
704,800
7
$10.9M 4.26%
308,550
8
$10.2M 3.98%
109,200
+10,000
9
$10.2M 3.98%
193,500
+40,000
10
$9.9M 3.87%
110,201
-20,000
11
$9.73M 3.8%
120,226
12
$9.55M 3.73%
701,513
-100,000
13
$9.16M 3.58%
305,200
-100,000
14
$8.8M 3.44%
72,000
15
$8.22M 3.21%
190,000
+160,000
16
$7.86M 3.07%
+290,000
17
$7.83M 3.06%
101,200
18
$7.61M 2.97%
78,904
19
$7.22M 2.82%
252,000
+72,000
20
$6.77M 2.65%
180,000
+20,000
21
$6.11M 2.39%
235,950
22
$4.99M 1.95%
115,176
-35,000
23
$4.57M 1.79%
103,160
24
$4.05M 1.58%
+30,000
25
$4.05M 1.58%
40,000
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