HFS

Howard Financial Services Portfolio holdings

AUM $817M
1-Year Est. Return 9.99%
This Quarter Est. Return
1 Year Est. Return
+9.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$5.39M
2
+$5.14M
3
+$4.99M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.54M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$2.59M

Top Sells

1
+$11.9M
2
+$720K
3
+$481K
4
LBJ
Direxion Daily Latin America Bull 2X Shares
LBJ
+$358K
5
PEP icon
PepsiCo
PEP
+$352K

Sector Composition

1 Technology 5.57%
2 Energy 2.55%
3 Consumer Discretionary 2.17%
4 Financials 1.88%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 0.47%
3,524
-238
27
$1.43M 0.42%
+58,899
28
$1.43M 0.42%
24,737
+127
29
$1.41M 0.42%
6,194
30
$1.36M 0.4%
18,251
+664
31
$1.09M 0.32%
80,873
+1,846
32
$967K 0.29%
13,686
33
$961K 0.28%
2,676
+12
34
$944K 0.28%
+104,926
35
$916K 0.27%
33,570
+4,070
36
$879K 0.26%
2,460
+1,433
37
$877K 0.26%
19,142
38
$872K 0.26%
33,619
+636
39
$829K 0.25%
24,194
+710
40
$766K 0.23%
34,638
+737
41
$754K 0.22%
6,955
42
$742K 0.22%
1,660
+11
43
$734K 0.22%
5,280
+780
44
$690K 0.2%
12,566
-1,065
45
$636K 0.19%
11,855
46
$634K 0.19%
4,540
+80
47
$632K 0.19%
13,710
+18
48
$627K 0.19%
+48,050
49
$621K 0.18%
23,424
-3,199
50
$583K 0.17%
21,000
+3
1
2
3 4 5