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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
676
$5K ﹤0.01%
141
+16
677
$5K ﹤0.01%
125
678
$5K ﹤0.01%
26
679
$5K ﹤0.01%
32
680
$5K ﹤0.01%
56
681
$5K ﹤0.01%
10
682
$5K ﹤0.01%
+44
683
$5K ﹤0.01%
70
-11
684
$5K ﹤0.01%
132
+58
685
$5K ﹤0.01%
179
686
$5K ﹤0.01%
322
-17
687
$4K ﹤0.01%
133
688
$4K ﹤0.01%
49
689
$4K ﹤0.01%
+483
690
$4K ﹤0.01%
46
-1,422
691
$4K ﹤0.01%
46
+11
692
$4K ﹤0.01%
224
+24
693
$4K ﹤0.01%
44
-4
694
$4K ﹤0.01%
13
+4
695
$4K ﹤0.01%
30
-5
696
$4K ﹤0.01%
70
-19
697
$4K ﹤0.01%
164
+16
698
$4K ﹤0.01%
203
-32
699
$4K ﹤0.01%
117
700
$4K ﹤0.01%
100
-30
26 27
28
29 30