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
$155M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.56%
2 Consumer Discretionary 3.01%
3 Energy 2.47%
4 Financials 2.19%
5 Consumer Staples 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,500
102
-50,108
103
-30,000