HR

Howe & Rusling Portfolio holdings

AUM $1.51B
1-Year Est. Return 21.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.3M
3 +$9.46M
4
LYB icon
LyondellBasell Industries
LYB
+$9.34M
5
MSFT icon
Microsoft
MSFT
+$9.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.12%
2 Technology 11.84%
3 Healthcare 11.14%
4 Financials 10.59%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$29K 0.01%
+347
427
$29K 0.01%
+1,121
428
$29K 0.01%
+1,686
429
$29K 0.01%
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$28K 0.01%
+348
431
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432
$28K 0.01%
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433
$28K 0.01%
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434
$28K 0.01%
+606
435
$28K 0.01%
+1,215
436
$28K 0.01%
+1,400
437
$28K 0.01%
+1,100
438
$28K 0.01%
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439
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440
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443
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449
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+413