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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
$658M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$7.3M
3
+$4.16M
4
BAC icon
Bank of America
BAC
+$3.76M
5
MA icon
Mastercard
MA
+$3.42M

Top Sells

1
+$8.77M
2
+$7.91M
3
+$6.07M
4
JBGS
JBG SMITH
JBGS
+$5.97M
5
PINS icon
Pinterest
PINS
+$2.5M

Sector Composition

1 Financials 13.25%
2 Technology 13.16%
3 Healthcare 12.44%
4 Consumer Staples 9.06%
5 Communication Services 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$2K ﹤0.01%
46
+9
827
$2K ﹤0.01%
+103
828
$2K ﹤0.01%
29
+9
829
$2K ﹤0.01%
46
830
$2K ﹤0.01%
103
-26
831
$2K ﹤0.01%
+103
832
$2K ﹤0.01%
14
833
$2K ﹤0.01%
+71
834
$2K ﹤0.01%
29
835
$2K ﹤0.01%
29
+6
836
$2K ﹤0.01%
33
837
$2K ﹤0.01%
+127
838
$2K ﹤0.01%
+91
839
$2K ﹤0.01%
+51
840
$2K ﹤0.01%
+28
841
$2K ﹤0.01%
14
842
$2K ﹤0.01%
53
+5
843
$2K ﹤0.01%
+6
844
$2K ﹤0.01%
+22
845
$2K ﹤0.01%
22
846
$2K ﹤0.01%
+95
847
$2K ﹤0.01%
+31
848
$2K ﹤0.01%
+84
849
$1K ﹤0.01%
+65
850
$1K ﹤0.01%
+25
32 33
34
35 36