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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
776
$2K ﹤0.01%
5
777
$2K ﹤0.01%
90
778
$2K ﹤0.01%
145
779
$2K ﹤0.01%
+18
780
$2K ﹤0.01%
+260
781
$2K ﹤0.01%
81
-7
782
$2K ﹤0.01%
70
+9
783
$2K ﹤0.01%
53
784
$2K ﹤0.01%
32
+7
785
$2K ﹤0.01%
28
-3
786
$2K ﹤0.01%
185
787
$2K ﹤0.01%
10
788
$2K ﹤0.01%
25
-4
789
$2K ﹤0.01%
66
-5
790
$2K ﹤0.01%
+35
791
– –
0
792
$2K ﹤0.01%
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794
$2K ﹤0.01%
100
795
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66
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796
$2K ﹤0.01%
50
-4
797
$2K ﹤0.01%
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798
$2K ﹤0.01%
32
-3
799
$2K ﹤0.01%
+98
800
$2K ﹤0.01%
100
30 31
32
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