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HR
Howe & Rusling Portfolio holdings
AUM
$1.53B
1-Year Est. Return
22.34%
This Fund
S&P 500
1 Year Est. Return
+22.34%
AUM
$797M
AUM Growth
+$44.2M
(+5.9%)
Holding
1,143
Top Buys
| 1 | +$9.13M | |
| 2 | +$5.61M | |
| 3 | +$3.49M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.84M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$2.69M |
Top Sells
| 1 | +$5.64M | |
| 2 | +$3.8M | |
| 3 | +$3.78M | |
| 4 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$3.17M |
| 5 |
Transcat
TRNS
|
+$2.96M |
Sector Composition
| 1 | Healthcare | 13.75% |
| 2 | Financials | 11.74% |
| 3 | Technology | 10.59% |
| 4 | Consumer Staples | 9.3% |
| 5 | Industrials | 7.66% |