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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
976
$1K ﹤0.01%
35
977
$1K ﹤0.01%
300
978
$1K ﹤0.01%
100
979
$1K ﹤0.01%
+4
980
$1K ﹤0.01%
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-150
981
$1K ﹤0.01%
13
982
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42
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983
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985
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18
986
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30
987
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989
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990
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991
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+7
992
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-1,302
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994
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995
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-2
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997
$1K ﹤0.01%
62
-34
998
$1K ﹤0.01%
12
999
$1K ﹤0.01%
31
1000
$1K ﹤0.01%
27
38 39
40
41 42