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
51
$443K 0.24%
1,184
52
$419K 0.22%
3,220
-198
53
$393K 0.21%
3,345
-259
54
$367K 0.2%
4,138
+36
55
$355K 0.19%
9,489
-121
56
$340K 0.18%
2,716
-28
57
$317K 0.17%
1,070
-17
58
$311K 0.17%
1,499
-770
59
$307K 0.16%
3,824
-131
60
$302K 0.16%
1,392
+1
61
$282K 0.15%
+1,352
62
$274K 0.15%
2,123
-96
63
$270K 0.14%
1,503
-15
64
$257K 0.14%
9,415
+118
65
$243K 0.13%
2,785
66
$236K 0.13%
4,777
-235
67
$229K 0.12%
11,877
-307
68
$223K 0.12%
1,381
-90
69
$218K 0.12%
1,289
-8
70
$216K 0.12%
1,117
71
$215K 0.12%
+4,068
72
$210K 0.11%
554
-100
73
$203K 0.11%
+1,205
74
$28K 0.02%
21,600
75
$21K 0.01%
+75
1 2
3
4