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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
601
$3K ﹤0.01%
84
-12
602
$3K ﹤0.01%
205
603
$3K ﹤0.01%
21
-9
604
$3K ﹤0.01%
20
+1
605
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30
606
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-13
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101
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610
$3K ﹤0.01%
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611
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$3K ﹤0.01%
45
613
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136
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614
$3K ﹤0.01%
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-1
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$3K ﹤0.01%
87
616
$3K ﹤0.01%
27
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$3K ﹤0.01%
+42
618
$3K ﹤0.01%
288
619
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320
620
$3K ﹤0.01%
64
-109
621
$3K ﹤0.01%
76
622
$3K ﹤0.01%
17
623
$3K ﹤0.01%
48
-1
624
$3K ﹤0.01%
+150
625
$3K ﹤0.01%
+44
23 24
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