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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
851
$2K ﹤0.01%
460
+325
852
$2K ﹤0.01%
50
853
$2K ﹤0.01%
40
854
$2K ﹤0.01%
+49
855
$2K ﹤0.01%
71
856
$2K ﹤0.01%
120
857
$2K ﹤0.01%
+11
858
$2K ﹤0.01%
+17
859
$2K ﹤0.01%
75
860
$2K ﹤0.01%
23
861
$2K ﹤0.01%
116
+20
862
$2K ﹤0.01%
+59
863
$2K ﹤0.01%
23
-166
864
$2K ﹤0.01%
245
865
$2K ﹤0.01%
50
866
$2K ﹤0.01%
121
+61
867
$2K ﹤0.01%
115
868
$2K ﹤0.01%
96
869
$2K ﹤0.01%
85
870
$2K ﹤0.01%
25
871
$2K ﹤0.01%
265
872
$2K ﹤0.01%
+120
873
$2K ﹤0.01%
+675
874
$2K ﹤0.01%
39
875
$2K ﹤0.01%
62
33 34
35
36 37