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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
776
$1K ﹤0.01%
10
777
$1K ﹤0.01%
85
778
$1K ﹤0.01%
200
779
$1K ﹤0.01%
15
780
$1K ﹤0.01%
51
+11
781
$1K ﹤0.01%
9
-2
782
$1K ﹤0.01%
15
-1
783
$1K ﹤0.01%
10
784
$1K ﹤0.01%
+7
785
$1K ﹤0.01%
52
-25
786
$1K ﹤0.01%
132
-6
787
$1K ﹤0.01%
50
788
$1K ﹤0.01%
21
-8
789
$1K ﹤0.01%
27
790
$1K ﹤0.01%
80
-364
791
$1K ﹤0.01%
132
-7
792
$1K ﹤0.01%
401
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793
$1K ﹤0.01%
39
+7
794
$1K ﹤0.01%
20
795
$1K ﹤0.01%
31
-6
796
$1K ﹤0.01%
+7
797
$1K ﹤0.01%
15
-1
798
$1K ﹤0.01%
+15
799
$1K ﹤0.01%
+18
800
$1K ﹤0.01%
+82
30 31
32
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