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
$839M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$6.89M
3
+$3.49M
4
INTU icon
Intuit
INTU
+$3.31M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.13M

Top Sells

1
+$8.77M
2
+$8.27M
3
+$5.8M
4
GPC icon
Genuine Parts
GPC
+$4M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$3.22M

Sector Composition

1 Technology 13.04%
2 Healthcare 12.71%
3 Financials 10.77%
4 Consumer Staples 8.87%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$2.57K ﹤0.01%
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$1.46K ﹤0.01%
53
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$1.4K ﹤0.01%
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