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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
$865M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.23M
3
+$2.8M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.49M
5
EL icon
Estee Lauder
EL
+$2.49M

Top Sells

1
+$3.75M
2
+$2.22M
3
+$1.84M
4
TSN icon
Tyson Foods
TSN
+$1.83M
5
MET icon
MetLife
MET
+$1.71M

Sector Composition

1 Financials 14.85%
2 Technology 13.97%
3 Healthcare 10.24%
4 Consumer Staples 8.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
+183
627
$6K ﹤0.01%
+58
628
$6K ﹤0.01%
220
-26
629
$6K ﹤0.01%
389
+151
630
$6K ﹤0.01%
+74
631
$6K ﹤0.01%
165
+152
632
$6K ﹤0.01%
32
633
$5K ﹤0.01%
72
-23
634
$5K ﹤0.01%
144
635
$5K ﹤0.01%
80
636
$5K ﹤0.01%
+57
637
$5K ﹤0.01%
82
638
$5K ﹤0.01%
19
639
$5K ﹤0.01%
78
640
$5K ﹤0.01%
32
641
$5K ﹤0.01%
15
+2
642
$5K ﹤0.01%
16
643
$5K ﹤0.01%
98
-104
644
$5K ﹤0.01%
224
-127
645
$5K ﹤0.01%
32
646
$5K ﹤0.01%
71
+14
647
$5K ﹤0.01%
41
+7
648
$5K ﹤0.01%
74
-8
649
$5K ﹤0.01%
124
650
$5K ﹤0.01%
143
24 25
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