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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
$436M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.42M
3
+$5.33M
4
SBUX icon
Starbucks
SBUX
+$5.22M
5
EFX icon
Equifax
EFX
+$5.22M

Top Sells

1
+$8M
2
+$5.36M
3
+$5.06M
4
RTX icon
RTX Corp
RTX
+$4.4M
5
AAPL icon
Apple
AAPL
+$3.04M

Sector Composition

1 Healthcare 15.62%
2 Financials 13.81%
3 Technology 12.14%
4 Consumer Discretionary 10.95%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
151
+67
827
$2K ﹤0.01%
36
-32
828
$2K ﹤0.01%
15
829
$2K ﹤0.01%
31
830
$2K ﹤0.01%
58
831
$2K ﹤0.01%
200
832
$2K ﹤0.01%
65
+61
833
– –
0
834
$2K ﹤0.01%
5
835
$2K ﹤0.01%
80
836
$2K ﹤0.01%
34
837
$2K ﹤0.01%
44
838
$2K ﹤0.01%
130
839
$2K ﹤0.01%
375
840
$2K ﹤0.01%
235
841
$2K ﹤0.01%
50
-10
842
$2K ﹤0.01%
10
843
$2K ﹤0.01%
55
844
$2K ﹤0.01%
200
845
$2K ﹤0.01%
175
846
$2K ﹤0.01%
43
847
$2K ﹤0.01%
33
-15
848
$2K ﹤0.01%
83
849
$2K ﹤0.01%
33
+4
850
$2K ﹤0.01%
70
32 33
34
35 36