Howe & Rusling Inc

CIK Number: 0000769963

1.16B
Market Value
387
# of Holdings
18 months
Avg. Holding Period
68.55%
Win Rate
20.18%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Jpmorgan Chase ...
239.74
-0.74% 202.86K +4.49% 42.78M 110.11 3.68%
2
Vanguard Index ...
299.93
-0.05% 140.66K +7.07% 39.83M 186.97 3.42%
3 Vanguard Scotts...
81.35
-0.36% 467.19K +7.58% 39.13M 82.14 3.36%
4
Ishares Tr
104.75
-0.18% 344.25K +0.70% 36.87M 108.1 3.17%
5 Apple Inc
248.21
+0.10% 155.33K +2.13% 36.19M 103.81 3.11%

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