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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
$436M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$5.42M
3
+$5.33M
4
SBUX icon
Starbucks
SBUX
+$5.22M
5
EFX icon
Equifax
EFX
+$5.22M

Top Sells

1
+$8M
2
+$5.36M
3
+$5.06M
4
RTX icon
RTX Corp
RTX
+$4.4M
5
AAPL icon
Apple
AAPL
+$3.04M

Sector Composition

1 Healthcare 15.62%
2 Financials 13.81%
3 Technology 12.14%
4 Consumer Discretionary 10.95%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$1K ﹤0.01%
110
+25
952
$1K ﹤0.01%
20
953
$1K ﹤0.01%
14
-2
954
$1K ﹤0.01%
255
-52
955
$1K ﹤0.01%
32
956
$1K ﹤0.01%
127
957
$1K ﹤0.01%
+39
958
$1K ﹤0.01%
70
959
$1K ﹤0.01%
55
+9
960
$1K ﹤0.01%
65
961
$1K ﹤0.01%
100
962
$1K ﹤0.01%
53
963
$1K ﹤0.01%
20
964
$1K ﹤0.01%
30
965
$1K ﹤0.01%
35
966
$1K ﹤0.01%
+35
967
$1K ﹤0.01%
28
-46
968
$1K ﹤0.01%
28
969
$1K ﹤0.01%
25
970
$1K ﹤0.01%
100
971
$1K ﹤0.01%
12
972
$1K ﹤0.01%
41
973
$1K ﹤0.01%
5
974
$1K ﹤0.01%
8
+4
975
$1K ﹤0.01%
50
37 38
39
40 41