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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
651
$2K ﹤0.01%
+42
652
$2K ﹤0.01%
173
-15
653
$2K ﹤0.01%
53
-21
654
$2K ﹤0.01%
17
655
$2K ﹤0.01%
+45
656
$2K ﹤0.01%
+75
657
$2K ﹤0.01%
36
+3
658
$2K ﹤0.01%
120
659
$2K ﹤0.01%
19
+3
660
$2K ﹤0.01%
107
-5
661
$2K ﹤0.01%
90
-6
662
$2K ﹤0.01%
44
-14
663
$2K ﹤0.01%
+75
664
$2K ﹤0.01%
58
665
$2K ﹤0.01%
+60
666
$2K ﹤0.01%
25
-3
667
$2K ﹤0.01%
45
668
$2K ﹤0.01%
42
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669
$2K ﹤0.01%
+40
670
$2K ﹤0.01%
+1
671
$2K ﹤0.01%
228
-7
672
$2K ﹤0.01%
51
673
$2K ﹤0.01%
+165
674
$2K ﹤0.01%
43
675
$2K ﹤0.01%
20
25 26
27
28 29