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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
$552M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.77M
3
+$7.38M
4
UNH icon
UnitedHealth
UNH
+$6.62M
5
MCD icon
McDonald's
MCD
+$6.08M

Top Sells

1
+$9.43M
2
+$6.69M
3
+$5.41M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$5.25M
5
EW icon
Edwards Lifesciences
EW
+$4.68M

Sector Composition

1 Financials 15.22%
2 Technology 13.72%
3 Industrials 10.79%
4 Healthcare 10.68%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5K ﹤0.01%
48
-88
627
$5K ﹤0.01%
351
628
$5K ﹤0.01%
375
+100
629
$5K ﹤0.01%
100
630
$5K ﹤0.01%
1,000
631
$5K ﹤0.01%
156
-60
632
$5K ﹤0.01%
200
633
$5K ﹤0.01%
+45
634
$5K ﹤0.01%
219
+23
635
$5K ﹤0.01%
+90
636
$4K ﹤0.01%
+25
637
$4K ﹤0.01%
35
638
$4K ﹤0.01%
140
+30
639
$4K ﹤0.01%
103
640
$4K ﹤0.01%
100
641
$4K ﹤0.01%
1,120
642
$4K ﹤0.01%
125
-60
643
$4K ﹤0.01%
140
644
$4K ﹤0.01%
101
-34
645
$4K ﹤0.01%
27
-135
646
$4K ﹤0.01%
214
-32
647
$4K ﹤0.01%
115
648
$4K ﹤0.01%
195
649
$4K ﹤0.01%
750
650
$4K ﹤0.01%
+40
24 25
26
27 28