HR

Howe & Rusling Portfolio holdings

AUM $1.35B
1-Year Est. Return 20.22%
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$8.01M
3 +$6.65M
4
AAPL icon
Apple
AAPL
+$4.12M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.93M

Top Sells

1 +$14.2M
2 +$8.97M
3 +$7.71M
4
HBI icon
Hanesbrands
HBI
+$7.61M
5
MDT icon
Medtronic
MDT
+$7.11M

Sector Composition

1 Technology 14.1%
2 Healthcare 13.92%
3 Financials 12.06%
4 Industrials 9.95%
5 Consumer Staples 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
-114
952
-115
953
-310
954
$0 ﹤0.01%
30
955
-105
956
-46
957
$0 ﹤0.01%
300