HR

Howe & Rusling Portfolio holdings

AUM $1.35B
1-Year Est. Return 20.22%
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$847M
AUM Growth
-$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$5.08M
3
+$2.93M
4
AMT icon
American Tower
AMT
+$2.51M
5
DTE icon
DTE Energy
DTE
+$1.42M

Top Sells

1
+$6.8M
2
+$4.22M
3
+$3.6M
4
UNH icon
UnitedHealth
UNH
+$3.24M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.16M

Sector Composition

1 Technology 15.6%
2 Healthcare 10.94%
3 Financials 10.77%
4 Consumer Staples 8.64%
5 Energy 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29.5K ﹤0.01%
326
-632
277
$28K ﹤0.01%
387
+33
278
$27.2K ﹤0.01%
100
-95
279
$27.1K ﹤0.01%
1,203
-87
280
$22.7K ﹤0.01%
100
-76
281
$19.2K ﹤0.01%
197
282
$19.1K ﹤0.01%
865
283
$19K ﹤0.01%
429
284
$17.7K ﹤0.01%
363
285
$17.2K ﹤0.01%
569
+33
286
$17.2K ﹤0.01%
+532
287
$16.2K ﹤0.01%
+503
288
$15.5K ﹤0.01%
191
-70
289
$15K ﹤0.01%
300
290
$14.8K ﹤0.01%
+832
291
$14.3K ﹤0.01%
136
292
$12.7K ﹤0.01%
184
+10
293
$12.1K ﹤0.01%
80
294
$11.2K ﹤0.01%
199
+55
295
$11.2K ﹤0.01%
225
296
$10.9K ﹤0.01%
158
-80
297
$9.87K ﹤0.01%
54
298
$9.35K ﹤0.01%
191
299
$6.12K ﹤0.01%
325
300
$5.8K ﹤0.01%
130
10 11
12
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