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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
$540M
AUM Growth
+$48.6M
(+9.9%)
Holding
1,039
Top Buys
| 1 | +$6.74M | |
| 2 | +$4.93M | |
| 3 | +$4.76M | |
| 4 |
TJX Companies
TJX
|
+$4.37M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.77M |
Top Sells
| 1 | +$7.12M | |
| 2 | +$2.18M | |
| 3 | +$1.25M | |
| 4 |
Adobe
ADBE
|
+$1.05M |
| 5 |
Lockheed Martin
LMT
|
+$893K |
Sector Composition
| 1 | Technology | 14.46% |
| 2 | Healthcare | 13.17% |
| 3 | Financials | 11.68% |
| 4 | Industrials | 10.8% |
| 5 | Consumer Staples | 9.71% |