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
$1.16B
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$4.54M
2 +$2.71M
3 +$2.53M
4
BDX icon
Becton Dickinson
BDX
+$2.1M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$2.09M

Top Sells

1 +$4.16M
2 +$3.67M
3 +$3.44M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$2.64M
5
AZN icon
AstraZeneca
AZN
+$2.4M

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
426
-200