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
$1.16B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$2.76M
3
+$2.63M
4
BDX icon
Becton Dickinson
BDX
+$2.16M
5
ABBV icon
AbbVie
ABBV
+$2.02M

Top Sells

1
+$4.31M
2
+$3.82M
3
+$3.46M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.64M
5
AZN icon
AstraZeneca
AZN
+$2.32M

Sector Composition

1 Technology 18.87%
2 Financials 10.53%
3 Healthcare 9.64%
4 Consumer Staples 7.41%
5 Industrials 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$88.7K 0.01%
3,039
+474
277
$87.1K 0.01%
728
-353
278
$85.1K 0.01%
250
279
$81.7K 0.01%
914
+57
280
$79.1K 0.01%
343
281
$76.8K 0.01%
235
-9
282
$76.7K 0.01%
1,183
283
$76.1K 0.01%
300
-22
284
$74K 0.01%
3,598
-6,216
285
$73.7K 0.01%
1,052
286
$73.6K 0.01%
755
-106
287
$73.4K 0.01%
665
+4
288
$72.5K 0.01%
2,114
289
$71.4K 0.01%
1,565
-995
290
$71.1K 0.01%
1,200
291
$68.6K 0.01%
782
292
$63.2K 0.01%
563
293
$62.2K 0.01%
2,588
+13
294
$61.2K 0.01%
+1,101
295
$61.1K 0.01%
1,601
+523
296
$58.5K 0.01%
1,814
-23
297
$55.4K ﹤0.01%
472
298
$54K ﹤0.01%
310
299
$53.9K ﹤0.01%
268
-363
300
$50.5K ﹤0.01%
+659
10 11
12
13 14