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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
$753M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.08M
3
+$4.7M
4
AZN icon
AstraZeneca
AZN
+$4.56M
5
EA icon
Electronic Arts
EA
+$4.25M

Top Sells

1
+$3.96M
2
+$3.48M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$2.45M
5
EL icon
Estee Lauder
EL
+$2.04M

Sector Composition

1 Healthcare 13.21%
2 Technology 11.92%
3 Financials 11.55%
4 Consumer Staples 8.95%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
30
-44
627
$6K ﹤0.01%
155
+12
628
$6K ﹤0.01%
441
+175
629
$6K ﹤0.01%
200
630
$6K ﹤0.01%
120
+63
631
$6K ﹤0.01%
+220
632
$6K ﹤0.01%
201
633
$6K ﹤0.01%
53
+2
634
$6K ﹤0.01%
+200
635
$6K ﹤0.01%
243
+52
636
$6K ﹤0.01%
271
+34
637
$6K ﹤0.01%
86
638
$6K ﹤0.01%
1,768
639
$6K ﹤0.01%
176
+50
640
$6K ﹤0.01%
+264
641
$5K ﹤0.01%
124
+47
642
$5K ﹤0.01%
48
+20
643
$5K ﹤0.01%
40
+6
644
$5K ﹤0.01%
+200
645
$5K ﹤0.01%
55
646
$5K ﹤0.01%
275
+130
647
$5K ﹤0.01%
26
648
$5K ﹤0.01%
194
+47
649
$5K ﹤0.01%
98
+39
650
$5K ﹤0.01%
34
+5
24 25
26
27 28