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
$163M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$2.46M
2 +$816K
3 +$731K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$581K
5
CADE icon
Cadence Bank
CADE
+$278K

Sector Composition

1 Technology 8.17%
2 Consumer Staples 6.65%
3 Energy 6.61%
4 Financials 3.37%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,125
102
-11,275
103
-4,160
104
-6,689