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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
$552M
AUM Growth
+$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$9.89M
2
+$7.77M
3
+$7.38M
4
UNH icon
UnitedHealth
UNH
+$6.62M
5
MCD icon
McDonald's
MCD
+$6.08M

Top Sells

1
+$9.43M
2
+$6.69M
3
+$5.41M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$5.25M
5
EW icon
Edwards Lifesciences
EW
+$4.68M

Sector Composition

1 Financials 15.22%
2 Technology 13.72%
3 Industrials 10.79%
4 Healthcare 10.68%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
100
877
$1K ﹤0.01%
12
-82
878
$1K ﹤0.01%
+100
879
$1K ﹤0.01%
31
880
$1K ﹤0.01%
+30
881
– –
0
882
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+100
883
$1K ﹤0.01%
+70
884
$1K ﹤0.01%
+55
885
$1K ﹤0.01%
179
-28
886
$1K ﹤0.01%
9
-1
887
$1K ﹤0.01%
+30
888
$1K ﹤0.01%
+64
889
– –
0
890
$1K ﹤0.01%
50
891
$1K ﹤0.01%
+250
892
$1K ﹤0.01%
55
+15
893
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0
894
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20
-15
895
$1K ﹤0.01%
9
-8
896
$1K ﹤0.01%
+10
897
$1K ﹤0.01%
20
898
$1K ﹤0.01%
86
-18
899
$1K ﹤0.01%
2
900
$1K ﹤0.01%
+35
34 35
36
37 38