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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
$436M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.42M
3
+$5.33M
4
SBUX icon
Starbucks
SBUX
+$5.22M
5
EFX icon
Equifax
EFX
+$5.22M

Top Sells

1
+$8M
2
+$5.36M
3
+$5.06M
4
RTX icon
RTX Corp
RTX
+$4.4M
5
AAPL icon
Apple
AAPL
+$3.04M

Sector Composition

1 Healthcare 15.62%
2 Financials 13.81%
3 Technology 12.14%
4 Consumer Discretionary 10.95%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6K ﹤0.01%
+110
602
$6K ﹤0.01%
+200
603
$6K ﹤0.01%
125
+35
604
$6K ﹤0.01%
6
+1
605
$6K ﹤0.01%
172
606
$6K ﹤0.01%
+310
607
$6K ﹤0.01%
125
-7
608
$6K ﹤0.01%
70
609
$6K ﹤0.01%
1,040
-43
610
$6K ﹤0.01%
212
-142
611
$6K ﹤0.01%
276
612
$5K ﹤0.01%
172
613
$5K ﹤0.01%
+75
614
$5K ﹤0.01%
149
615
$5K ﹤0.01%
21
616
$5K ﹤0.01%
300
617
$5K ﹤0.01%
42
-8
618
$5K ﹤0.01%
50
619
$5K ﹤0.01%
46
620
$5K ﹤0.01%
52
621
$5K ﹤0.01%
80
+61
622
$5K ﹤0.01%
113
623
$5K ﹤0.01%
38
-5
624
$5K ﹤0.01%
650
625
$5K ﹤0.01%
250
23 24
25
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