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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
876
$2K ﹤0.01%
37
+9
877
$2K ﹤0.01%
+24
878
$2K ﹤0.01%
12
879
$2K ﹤0.01%
4
-210
880
$2K ﹤0.01%
28
881
$2K ﹤0.01%
54
882
$2K ﹤0.01%
20
+4
883
$2K ﹤0.01%
+18
884
$2K ﹤0.01%
+200
885
$2K ﹤0.01%
+51
886
$2K ﹤0.01%
51
887
$2K ﹤0.01%
46
+10
888
$2K ﹤0.01%
250
889
$2K ﹤0.01%
110
-29
890
$2K ﹤0.01%
18
-3
891
$2K ﹤0.01%
15
892
$2K ﹤0.01%
37
-12
893
$2K ﹤0.01%
21
+4
894
$2K ﹤0.01%
35
895
$2K ﹤0.01%
55
-14
896
$2K ﹤0.01%
+50
897
$2K ﹤0.01%
59
898
$2K ﹤0.01%
100
-10,000
899
$2K ﹤0.01%
51
-12
900
$2K ﹤0.01%
200
34 35
36
37 38