HR
Howe & Rusling Portfolio holdings
AUM
$1.35B
1-Year Est. Return
20.22%
1 Year Est. Return
+20.22%
AUM
$1.19B
AUM Growth
+$28.7M
(+2.5%)
Holding
477
Top Buys
| 1 | +$8.17M | |
| 2 | +$6.88M | |
| 3 | +$6.21M | |
| 4 |
Strategy Inc
MSTR
|
+$6.15M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$4.41M |
Top Sells
| 1 | +$7.25M | |
| 2 | +$6.01M | |
| 3 | +$3.91M | |
| 4 |
Broadcom
AVGO
|
+$3.69M |
| 5 |
US Bancorp
USB
|
+$3.08M |
Sector Composition
| 1 | Technology | 18.1% |
| 2 | Financials | 11.48% |
| 3 | Healthcare | 8.34% |
| 4 | Consumer Discretionary | 7.52% |
| 5 | Consumer Staples | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
State Street SPDR S&P Software & Services ETF
XSW
$480M
| – | – |
-84
|
|
||
477
iShares Future Exponential Technologies ETF
XT
$3.85B
| – | – |
-1,076
|
|