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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
701
$4K ﹤0.01%
70
702
$4K ﹤0.01%
51
703
$4K ﹤0.01%
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704
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705
$4K ﹤0.01%
54
706
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707
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-12
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300
711
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+162
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56
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165
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20
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148
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722
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723
$4K ﹤0.01%
27
-4
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$4K ﹤0.01%
102
+16
725
$4K ﹤0.01%
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27 28
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