We are live on ! Find out more
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
$797M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,056
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$6.94M
3
+$5.04M
4
CI icon
Cigna
CI
+$5M
5
VZ icon
Verizon
VZ
+$2.79M

Top Sells

1
+$11.5M
2
+$7.06M
3
+$5.73M
4
BDX icon
Becton Dickinson
BDX
+$4.91M
5
SCHW
Charles Schwab
SCHW
+$3.65M

Sector Composition

1 Financials 16.89%
2 Technology 13.5%
3 Healthcare 9.74%
4 Consumer Staples 7.97%
5 Industrials 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
+23
927
$1K ﹤0.01%
+30
928
$1K ﹤0.01%
+100
929
$1K ﹤0.01%
27
930
$1K ﹤0.01%
27
931
$1K ﹤0.01%
17
932
$1K ﹤0.01%
100
933
$1K ﹤0.01%
48
+13
934
$1K ﹤0.01%
36
+4
935
$1K ﹤0.01%
14
936
$1K ﹤0.01%
44
+11
937
$1K ﹤0.01%
66
938
$1K ﹤0.01%
40
939
$1K ﹤0.01%
22
940
$1K ﹤0.01%
64
941
$1K ﹤0.01%
23
+6
942
$1K ﹤0.01%
2
-1
943
$1K ﹤0.01%
45
+13
944
$1K ﹤0.01%
50
945
$1K ﹤0.01%
41
+11
946
$1K ﹤0.01%
+40
947
$1K ﹤0.01%
51
948
$1K ﹤0.01%
33
+11
949
$1K ﹤0.01%
164
950
$1K ﹤0.01%
120
36 37
38
39 40