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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
$294M
AUM Growth
-$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.63M
3
+$869K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$869K
5
AAPL icon
Apple
AAPL
+$764K

Top Sells

1
+$908K
2
+$568K
3
+$468K
4
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$402K
5
BFH icon
Bread Financial
BFH
+$395K

Sector Composition

1 Technology 5.25%
2 Energy 2.9%
3 Financials 2.01%
4 Consumer Discretionary 1.9%
5 Consumer Staples 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.18%
34,840
+1,270
52
$527K 0.18%
19,771
+435
53
$523K 0.18%
6,316
-1
54
$511K 0.17%
20,128
-872
55
$510K 0.17%
21,016
-2,408
56
$488K 0.17%
4,460
-80
57
$476K 0.16%
11,745
+5,952
58
$473K 0.16%
2,664
-93
59
$461K 0.16%
814
+2
60
$454K 0.15%
19,205
+506
61
$452K 0.15%
11,054
+1,269
62
$449K 0.15%
18,240
-3,558
63
$447K 0.15%
19,762
+56
64
$445K 0.15%
1,958
65
$439K 0.15%
2,607
+470
66
$436K 0.15%
39,368
+907
67
$409K 0.14%
8,881
-3,685
68
$408K 0.14%
9,991
+1,496
69
$404K 0.14%
4,096
-37
70
$397K 0.13%
3,525
+34
71
$397K 0.13%
9,954
+101
72
$390K 0.13%
11,207
+75
73
$384K 0.13%
2,928
+4
74
$381K 0.13%
21,785
+7,862
75
$376K 0.13%
2,599
+252
1 2
3
4 5