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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
901
$2K ﹤0.01%
32
+5
902
$2K ﹤0.01%
+30
903
$2K ﹤0.01%
32
904
$2K ﹤0.01%
62
+24
905
$2K ﹤0.01%
174
906
$2K ﹤0.01%
108
907
$2K ﹤0.01%
90
+8
908
$2K ﹤0.01%
28
909
$2K ﹤0.01%
165
910
$2K ﹤0.01%
+19
911
$2K ﹤0.01%
32
912
$2K ﹤0.01%
18
+2
913
$2K ﹤0.01%
81
+34
914
$2K ﹤0.01%
19
+3
915
$2K ﹤0.01%
85
+11
916
$2K ﹤0.01%
9
917
$2K ﹤0.01%
+125
918
$2K ﹤0.01%
+59
919
$2K ﹤0.01%
+73
920
$2K ﹤0.01%
80
-171
921
$2K ﹤0.01%
34
922
$2K ﹤0.01%
+215
923
$2K ﹤0.01%
17
924
$2K ﹤0.01%
37
-129
925
$2K ﹤0.01%
83
-283
35 36
37
38 39