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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
576
$4K ﹤0.01%
105
-8
577
$4K ﹤0.01%
34
-6
578
$4K ﹤0.01%
111
579
$4K ﹤0.01%
+200
580
$4K ﹤0.01%
217
581
$4K ﹤0.01%
87
+1
582
$3K ﹤0.01%
157
583
$3K ﹤0.01%
115
-8
584
$3K ﹤0.01%
50
585
$3K ﹤0.01%
57
586
$3K ﹤0.01%
106
-5
587
$3K ﹤0.01%
21
+10
588
$3K ﹤0.01%
500
589
$3K ﹤0.01%
55
590
$3K ﹤0.01%
12
591
$3K ﹤0.01%
203
-12
592
$3K ﹤0.01%
116
593
$3K ﹤0.01%
142
-12
594
$3K ﹤0.01%
66
-4
595
$3K ﹤0.01%
85
-875
596
$3K ﹤0.01%
104
-11
597
$3K ﹤0.01%
26
-2
598
$3K ﹤0.01%
230
-105
599
$3K ﹤0.01%
207
-2
600
$3K ﹤0.01%
131
-6
22 23
24
25 26