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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
$753M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,248
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$7.08M
3
+$4.7M
4
AZN icon
AstraZeneca
AZN
+$4.56M
5
EA icon
Electronic Arts
EA
+$4.25M

Top Sells

1
+$3.96M
2
+$3.48M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$2.45M
5
EL icon
Estee Lauder
EL
+$2.04M

Sector Composition

1 Healthcare 13.21%
2 Technology 11.92%
3 Financials 11.55%
4 Consumer Staples 8.95%
5 Industrials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$2K ﹤0.01%
+32
877
$2K ﹤0.01%
+17
878
$2K ﹤0.01%
42
879
$2K ﹤0.01%
50
-354
880
$2K ﹤0.01%
37
881
$2K ﹤0.01%
26
882
$2K ﹤0.01%
26
883
$2K ﹤0.01%
153
+55
884
$2K ﹤0.01%
104
885
$2K ﹤0.01%
95
886
$2K ﹤0.01%
25
887
$2K ﹤0.01%
48
+18
888
$2K ﹤0.01%
169
889
$2K ﹤0.01%
192
+47
890
$2K ﹤0.01%
+222
891
$2K ﹤0.01%
27
-60
892
$2K ﹤0.01%
20
893
$2K ﹤0.01%
23
894
$2K ﹤0.01%
+100
895
$2K ﹤0.01%
54
+9
896
$2K ﹤0.01%
23
+1
897
$2K ﹤0.01%
124
+55
898
$2K ﹤0.01%
64
+20
899
$2K ﹤0.01%
325
900
$2K ﹤0.01%
147
34 35
36
37 38