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
576
$12K ﹤0.01%
+340
577
$12K ﹤0.01%
+254
578
$12K ﹤0.01%
+184
579
$12K ﹤0.01%
+755
580
$12K ﹤0.01%
+1,272
581
$12K ﹤0.01%
+114
582
$12K ﹤0.01%
+350
583
$12K ﹤0.01%
+283
584
$12K ﹤0.01%
+742
585
$12K ﹤0.01%
+310
586
$12K ﹤0.01%
+216
587
$12K ﹤0.01%
+359
588
$11K ﹤0.01%
+404
589
$11K ﹤0.01%
+252
590
$11K ﹤0.01%
+50
591
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+247
592
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+202
593
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+248
594
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+300
595
$11K ﹤0.01%
+198
596
$11K ﹤0.01%
+240
597
$11K ﹤0.01%
+186
598
$11K ﹤0.01%
+2,000
599
$11K ﹤0.01%
+2,370
600
$11K ﹤0.01%
+204