HR

Howe & Rusling Portfolio holdings

AUM $1.53B
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
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
+$8.3M
2
+$5.26M
3
+$2.9M
4
AMT icon
American Tower
AMT
+$2.79M
5
DTE icon
DTE Energy
DTE
+$1.54M

Top Sells

1
+$6.78M
2
+$4.45M
3
+$4.29M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.3M
5
UNH icon
UnitedHealth
UNH
+$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
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