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
$610M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$4.61M
3
+$4.36M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$4.32M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$3M

Top Sells

1
+$4.77M
2
+$3.48M
3
+$3.18M
4
NVDA icon
NVIDIA
NVDA
+$2.45M
5
AAPL icon
Apple
AAPL
+$1.61M

Sector Composition

1 Technology 7.97%
2 Energy 2.68%
3 Consumer Discretionary 2.28%
4 Financials 2.02%
5 Consumer Staples 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$567K 0.09%
25,000
+5,000
77
$564K 0.09%
6,085
78
$561K 0.09%
8,290
+132
79
$547K 0.09%
57,314
+4,840
80
$537K 0.09%
4,504
+118
81
$532K 0.09%
27,900
+2,320
82
$528K 0.09%
3,375
+56
83
$519K 0.09%
1,509
+24
84
$515K 0.08%
130
85
$513K 0.08%
2,964
+14
86
$491K 0.08%
973
87
$488K 0.08%
36,911
-2,746
88
$485K 0.08%
3,320
-224
89
$455K 0.07%
1,692
90
$455K 0.07%
7,147
-14
91
$439K 0.07%
3,028
92
$437K 0.07%
5,213
-632
93
$432K 0.07%
2,221
+43
94
$431K 0.07%
10,702
95
$425K 0.07%
6,683
+145
96
$422K 0.07%
5,386
+3
97
$405K 0.07%
3,994
+83
98
$400K 0.07%
442
+37
99
$396K 0.06%
8,331
-729
100
$385K 0.06%
770
-206
2 3
4
5 6