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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
$865M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,109
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.23M
3
+$2.8M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$2.49M
5
EL icon
Estee Lauder
EL
+$2.49M

Top Sells

1
+$3.75M
2
+$2.22M
3
+$1.84M
4
TSN icon
Tyson Foods
TSN
+$1.83M
5
MET icon
MetLife
MET
+$1.71M

Sector Composition

1 Financials 14.85%
2 Technology 13.97%
3 Healthcare 10.24%
4 Consumer Staples 8.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
23
852
$2K ﹤0.01%
61
-17
853
$2K ﹤0.01%
29
854
$2K ﹤0.01%
300
855
$2K ﹤0.01%
62
+12
856
$2K ﹤0.01%
5
857
$2K ﹤0.01%
50
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858
$2K ﹤0.01%
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859
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860
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861
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43
+10
862
$2K ﹤0.01%
222
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863
$2K ﹤0.01%
26
864
$2K ﹤0.01%
23
-5
865
$2K ﹤0.01%
+65
866
$2K ﹤0.01%
87
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867
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868
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17
-4
869
$2K ﹤0.01%
20
870
$2K ﹤0.01%
131
-43
871
$2K ﹤0.01%
19
-38
872
$2K ﹤0.01%
120
+34
873
$2K ﹤0.01%
22
874
$2K ﹤0.01%
69
-26
875
$2K ﹤0.01%
29
33 34
35
36 37