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
$199M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$4.65M
3
+$4.63M
4
FND icon
Floor & Decor
FND
+$1.98M
5
MCK icon
McKesson
MCK
+$1.97M

Top Sells

1
+$593K
2
+$192K
3
+$133K
4
HCA icon
HCA Healthcare
HCA
+$122K
5
CBPO
China Biologic Products Holdings, Inc.
CBPO
+$84.8K

Sector Composition

1 Industrials 37.17%
2 Healthcare 21.18%
3 Consumer Discretionary 12.56%
4 Financials 8.6%
5 Technology 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 11.36%
84,061
+24,599
2
$18.9M 9.5%
251,200
+10,000
3
$18.9M 9.49%
318,417
-10,000
4
$11.2M 5.64%
208,710
5
$9.67M 4.86%
40,000
6
$9.2M 4.63%
230,400
7
$7.5M 3.77%
85,970
-1,400
8
$6.73M 3.38%
30,340
+6,000
9
$6.7M 3.37%
45,000
10
$6.65M 3.34%
102,606
11
$5.98M 3.01%
93,726
+14,500
12
$5.69M 2.86%
70,704
-1,650
13
$5.26M 2.65%
162,000
14
$5.1M 2.56%
165,000
+40,000
15
$4.84M 2.43%
100,000
16
$4.65M 2.34%
+45,000
17
$4.63M 2.33%
+60,000
18
$3.84M 1.93%
82,911
+10,000
19
$3.76M 1.89%
33,251
-750
20
$3.43M 1.72%
111,750
+15,000
21
$3.29M 1.65%
20,000
+12,000
22
$3.19M 1.6%
25,000
23
$2.93M 1.47%
24,850
+5,000
24
$2.48M 1.25%
58,160
25
$2M 1.01%
27,118
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