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
376
$4.26K ﹤0.01%
141
377
$4.05K ﹤0.01%
65
-300
378
$4.01K ﹤0.01%
124
379
$3.68K ﹤0.01%
49
380
$3.42K ﹤0.01%
100
381
$3.38K ﹤0.01%
+125
382
$3.24K ﹤0.01%
+25
383
$2.81K ﹤0.01%
31
+1
384
$2.36K ﹤0.01%
+41
385
$2.29K ﹤0.01%
50
386
$2.26K ﹤0.01%
60
387
$2.04K ﹤0.01%
24
+1
388
$1.92K ﹤0.01%
82
389
$1.89K ﹤0.01%
+40
390
$1.85K ﹤0.01%
60
391
$1.77K ﹤0.01%
+107
392
$1.72K ﹤0.01%
+16
393
$1.52K ﹤0.01%
+14
394
$1.26K ﹤0.01%
48
395
$1.18K ﹤0.01%
+6
396
$1.11K ﹤0.01%
+48
397
$977 ﹤0.01%
7
398
$967 ﹤0.01%
14
399
$910 ﹤0.01%
+20
400
$910 ﹤0.01%
+6
14 15
16
17 18