We are live on ! Find out more
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
951
$1K ﹤0.01%
10
952
$1K ﹤0.01%
200
953
$1K ﹤0.01%
10
-2
954
$1K ﹤0.01%
30
955
$1K ﹤0.01%
66
-9
956
$1K ﹤0.01%
45
957
$1K ﹤0.01%
+55
958
$1K ﹤0.01%
120
959
$1K ﹤0.01%
83
+2
960
$1K ﹤0.01%
89
961
$1K ﹤0.01%
9
+2
962
$1K ﹤0.01%
4
963
$1K ﹤0.01%
62
964
$1K ﹤0.01%
220
-30
965
$1K ﹤0.01%
163
-22
966
$1K ﹤0.01%
13
-1
967
$1K ﹤0.01%
352
-48
968
$1K ﹤0.01%
61
969
$1K ﹤0.01%
26
970
$1K ﹤0.01%
38
-4
971
$1K ﹤0.01%
+93
972
$1K ﹤0.01%
+230
973
$1K ﹤0.01%
+25
974
$1K ﹤0.01%
25
975
$1K ﹤0.01%
26
-33
37 38
39
40 41