HFS
Howard Financial Services Portfolio holdings
AUM
$761M
This Quarter Return
+9.31%
1 Year Return
+9.87%
3 Year Return
+40.66%
5 Year Return
+75.52%
10 Year Return
–
AUM
$518M
AUM Growth
+$518M
(+19%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
8.18%
Top 10 Holdings %
Top 10 Hldgs %
53.31%
Holding
162
New
14
Increased
95
Reduced
29
Closed
7
Top Buys
| 1 |
Invesco S&P 500 GARP ETF
SPGP
|
$6.17M |
| 2 |
Invesco Total Return Bond ETF
GTO
|
$5.59M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$5.14M |
| 4 |
Apple
AAPL
|
$4.14M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.55M |
Top Sells
Sector Composition
| 1 | Technology | 6.67% |
| 2 | Energy | 2.77% |
| 3 | Financials | 2.32% |
| 4 | Consumer Discretionary | 2.22% |
| 5 | Consumer Staples | 1.14% |
