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HR

Howe & Rusling Portfolio holdings

AUM $1.53B
1-Year Est. Return 22.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$579M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
913
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$5.89M
3
+$5.64M
4
IRM icon
Iron Mountain
IRM
+$4.73M
5
CTVA icon
Corteva
CTVA
+$4.5M

Top Sells

1
+$10.4M
2
+$7.33M
3
+$4.17M
4
JPM icon
JPMorgan Chase
JPM
+$3.55M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.77M

Sector Composition

1 Technology 14.31%
2 Healthcare 13.42%
3 Financials 10.65%
4 Industrials 9.97%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
33
-59
527
$5K ﹤0.01%
35
528
$5K ﹤0.01%
129
529
$5K ﹤0.01%
44
-2
530
$5K ﹤0.01%
167
-43
531
$5K ﹤0.01%
117
+9
532
$5K ﹤0.01%
+135
533
$5K ﹤0.01%
+75
534
$5K ﹤0.01%
109
-7
535
$5K ﹤0.01%
8
-1
536
$5K ﹤0.01%
302
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537
$5K ﹤0.01%
35
-9
538
$5K ﹤0.01%
137
-3
539
$5K ﹤0.01%
117
-9
540
$5K ﹤0.01%
55
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541
$5K ﹤0.01%
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$5K ﹤0.01%
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543
$5K ﹤0.01%
103
544
$5K ﹤0.01%
55
545
$5K ﹤0.01%
241
-75
546
$5K ﹤0.01%
50
+3
547
$5K ﹤0.01%
315
-32
548
$5K ﹤0.01%
134
-6
549
$5K ﹤0.01%
100
550
$5K ﹤0.01%
1,000
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