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HFS

Howard Financial Services Portfolio holdings

AUM $888M
1-Year Est. Return 13.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
-$734K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$5.33M
3
+$4.54M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$3.02M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$2.48M

Top Sells

1
+$2.48M
2
+$1.74M
3
+$1.64M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.45M
5
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$1.23M

Sector Composition

1 Technology 8%
2 Energy 3.36%
3 Financials 2.63%
4 Consumer Discretionary 2.14%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.95M 1.08%
90,288
+2,908
27
$7.38M 1%
13,851
+450
28
$5.55M 0.76%
29,145
-76
29
$5.22M 0.71%
77,433
+97
30
$4.72M 0.64%
94,030
-65
31
$4.07M 0.55%
7,243
+19
32
$3.95M 0.54%
78,102
-7,619
33
$3.62M 0.49%
46,308
+8,282
34
$3.38M 0.46%
182,047
+415
35
$3.2M 0.44%
93,631
+1,423
36
$2.99M 0.41%
10,887
+35
37
$2.91M 0.4%
93,922
+2,879
38
$2.77M 0.38%
47,548
+20
39
$2.66M 0.36%
17,742
+495
40
$2.38M 0.32%
14,192
+736
41
$2.35M 0.32%
19,756
-3,664
42
$2.3M 0.31%
83,577
-6,981
43
$2.06M 0.28%
104,081
-21,762
44
$2.02M 0.28%
8,253
-577
45
$1.9M 0.26%
12,303
+331
46
$1.79M 0.24%
4,053
+3
47
$1.74M 0.24%
32,476
+564
48
$1.52M 0.21%
+16,326
49
$1.51M 0.21%
5,811
+224
50
$1.47M 0.2%
19,480
-1,336
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