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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
$500M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,125
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$6.64M
3
+$4.91M
4
BAC icon
Bank of America
BAC
+$3.86M
5
CELG
Celgene Corp
CELG
+$3.69M

Top Sells

1
+$7.11M
2
+$6.59M
3
+$5.04M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.09M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$2.96M

Sector Composition

1 Technology 14.62%
2 Healthcare 11.95%
3 Industrials 11.47%
4 Financials 9.61%
5 Consumer Staples 9.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$4K ﹤0.01%
81
-4
702
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55
703
$4K ﹤0.01%
322
-16
704
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95
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705
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120
706
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-10
707
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122
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709
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88
711
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0
712
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714
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$4K ﹤0.01%
46
716
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718
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719
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99
721
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229
-31
722
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100
723
$4K ﹤0.01%
240
-25
724
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725
$4K ﹤0.01%
189
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27 28
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