HR

Howe & Rusling Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
904
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$10M
3
+$9.79M
4
MSFT icon
Microsoft
MSFT
+$9.76M
5
GILD icon
Gilead Sciences
GILD
+$9.31M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.04%
2 Technology 11.91%
3 Healthcare 11.14%
4 Financials 10.6%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
+100
852
$1K ﹤0.01%
+100
853
$1K ﹤0.01%
+10
854
$1K ﹤0.01%
+1,000
855
$1K ﹤0.01%
+41
856
$1K ﹤0.01%
+30
857
$1K ﹤0.01%
+60
858
$1K ﹤0.01%
+13
859
$1K ﹤0.01%
+450
860
$1K ﹤0.01%
+50
861
$1K ﹤0.01%
+45
862
$1K ﹤0.01%
+40
863
$1K ﹤0.01%
+24
864
$1K ﹤0.01%
+19
865
$1K ﹤0.01%
+33
866
$1K ﹤0.01%
+30
867
$1K ﹤0.01%
+5
868
$1K ﹤0.01%
+36
869
$1K ﹤0.01%
+40
870
$1K ﹤0.01%
+21
871
$1K ﹤0.01%
+29
872
$1K ﹤0.01%
+89
873
$1K ﹤0.01%
+60
874
$1K ﹤0.01%
+60
875
$1K ﹤0.01%
+250
32 33 34
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