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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
$446M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,037
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.17M
3
+$6.29M
4
BLK icon
Blackrock
BLK
+$5.79M
5
CTSH icon
Cognizant
CTSH
+$5.54M

Top Sells

1
+$6.64M
2
+$5.69M
3
+$5.56M
4
EMC
EMC CORPORATION
EMC
+$5.21M
5
MCD icon
McDonald's
MCD
+$3.16M

Sector Composition

1 Healthcare 14.31%
2 Financials 13.1%
3 Technology 13.02%
4 Industrials 12.04%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+10
752
$2K ﹤0.01%
42
753
$2K ﹤0.01%
+21
754
– –
0
755
$2K ﹤0.01%
15
756
$2K ﹤0.01%
+26
757
$2K ﹤0.01%
103
758
$2K ﹤0.01%
+60
759
$2K ﹤0.01%
40
-3
760
$2K ﹤0.01%
200
761
$2K ﹤0.01%
54
-5
762
$2K ﹤0.01%
+48
763
$2K ﹤0.01%
1,100
764
$2K ﹤0.01%
175
765
$2K ﹤0.01%
+17
766
$2K ﹤0.01%
101
-10
767
$2K ﹤0.01%
60
768
$2K ﹤0.01%
85
-467
769
$2K ﹤0.01%
80
770
$2K ﹤0.01%
70
771
$2K ﹤0.01%
100
772
– –
0
773
$2K ﹤0.01%
75
774
$2K ﹤0.01%
+245
775
$2K ﹤0.01%
16
-1
29 30
31
32 33