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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
876
$2K ﹤0.01%
108
-15
877
$2K ﹤0.01%
2
878
$2K ﹤0.01%
255
879
$2K ﹤0.01%
56
-8
880
$2K ﹤0.01%
+16
881
$2K ﹤0.01%
41
-24
882
$2K ﹤0.01%
310
-35
883
$2K ﹤0.01%
+28
884
$2K ﹤0.01%
334
-46
885
$2K ﹤0.01%
70
-5
886
$2K ﹤0.01%
66
-9
887
$2K ﹤0.01%
93
+4
888
$2K ﹤0.01%
83
-12
889
$2K ﹤0.01%
32
+2
890
$2K ﹤0.01%
35
891
$2K ﹤0.01%
200
892
$2K ﹤0.01%
144
-9
893
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185
-25
894
$2K ﹤0.01%
112
895
$2K ﹤0.01%
45
896
$2K ﹤0.01%
88
-3
897
$2K ﹤0.01%
+304
898
$2K ﹤0.01%
192
-28
899
$2K ﹤0.01%
660
900
$2K ﹤0.01%
250
+96
34 35
36
37 38