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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
676
$2K ﹤0.01%
120
-4,664
677
$2K ﹤0.01%
102
+96
678
$2K ﹤0.01%
50
679
$2K ﹤0.01%
470
+144
680
$2K ﹤0.01%
34
+1
681
$2K ﹤0.01%
227
+69
682
$2K ﹤0.01%
+300
683
$2K ﹤0.01%
+50
684
$2K ﹤0.01%
87
-290
685
$2K ﹤0.01%
129
+37
686
$2K ﹤0.01%
+51
687
$2K ﹤0.01%
500
-500
688
$2K ﹤0.01%
200
689
$2K ﹤0.01%
+367
690
$2K ﹤0.01%
143
+12
691
$2K ﹤0.01%
124
+38
692
$2K ﹤0.01%
32
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693
$2K ﹤0.01%
46
-338
694
$2K ﹤0.01%
+17
695
$2K ﹤0.01%
29
+8
696
$2K ﹤0.01%
50
697
$2K ﹤0.01%
204
+50
698
$2K ﹤0.01%
37
699
$2K ﹤0.01%
17
+1
700
$2K ﹤0.01%
600
26 27
28
29 30