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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
$473M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
958
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.02M
3
+$6.79M
4
AAPL icon
Apple
AAPL
+$5.07M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.27M

Top Sells

1
+$14.2M
2
+$10.5M
3
+$9.46M
4
IBM icon
IBM
IBM
+$8.51M
5
HBAN icon
Huntington Bancshares
HBAN
+$7.37M

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
626
$3K ﹤0.01%
62
-30
627
– –
0
628
$3K ﹤0.01%
56
-4
629
$3K ﹤0.01%
320
630
$3K ﹤0.01%
+114
631
$3K ﹤0.01%
76
632
$3K ﹤0.01%
277
+87
633
$3K ﹤0.01%
+34
634
$3K ﹤0.01%
27
+18
635
$3K ﹤0.01%
74
-1
636
$3K ﹤0.01%
120
+2
637
$3K ﹤0.01%
120
+39
638
$3K ﹤0.01%
232
+69
639
$3K ﹤0.01%
16
-11
640
$3K ﹤0.01%
+30
641
$3K ﹤0.01%
54
+14
642
$3K ﹤0.01%
100
643
$3K ﹤0.01%
105
-105
644
$2K ﹤0.01%
243
+83
645
$2K ﹤0.01%
50
646
$2K ﹤0.01%
+27
647
$2K ﹤0.01%
85
648
$2K ﹤0.01%
112
+31
649
$2K ﹤0.01%
82
650
$2K ﹤0.01%
+45
24 25
26
27 28