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
$1.1B
AUM Growth
+$52.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$6.7M
3 +$5.38M
4
META icon
Meta Platforms (Facebook)
META
+$5.21M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.12M

Top Sells

1 +$7.58M
2 +$5.89M
3 +$5.21M
4
BAC icon
Bank of America
BAC
+$3.43M
5
MRVL icon
Marvell Technology
MRVL
+$3.16M

Sector Composition

1 Technology 20%
2 Financials 10.52%
3 Healthcare 9.44%
4 Consumer Staples 6.98%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-4,105
402
-50
403
-9,529