RI

Rudd International Portfolio holdings

AUM $187M
1-Year Est. Return 14.73%
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$282K
2
+$215K
3
+$203K
4
NEE icon
NextEra Energy
NEE
+$138K
5
T icon
AT&T
T
+$60.4K

Top Sells

1
+$257K
2
+$250K
3
+$226K
4
BMY icon
Bristol-Myers Squibb
BMY
+$215K
5
DD icon
DuPont de Nemours
DD
+$202K

Sector Composition

1 Consumer Staples 20.38%
2 Technology 19.32%
3 Industrials 16.51%
4 Healthcare 9.63%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 2.1%
19,741
+118
27
$3.81M 2.04%
51,782
-195
28
$3.64M 1.95%
18,562
-137
29
$3.61M 1.94%
22,388
-97
30
$3.51M 1.88%
8,989
-18
31
$3.49M 1.87%
47,599
-146
32
$3.39M 1.82%
22,349
+37
33
$3.39M 1.82%
24,682
-228
34
$2.97M 1.59%
16,250
-321
35
$2.9M 1.55%
26,361
-74
36
$2.71M 1.45%
18,791
-14
37
$2.68M 1.44%
24,367
+100
38
$2.4M 1.29%
11,570
-45
39
$1.94M 1.04%
31,328
-1,178
40
$1.88M 1.01%
33,957
+128
41
$1.54M 0.83%
26,472
+2,368
42
$1.4M 0.75%
16,100
+180
43
$1.09M 0.58%
13,231
-353
44
$991K 0.53%
16,240
+340
45
$846K 0.45%
3,647
-54
46
$565K 0.3%
3,173
-240
47
$556K 0.3%
17,870
-430
48
$518K 0.28%
4,368
49
$464K 0.25%
20,121
+3
50
$446K 0.24%
6,326
1
2
3 4