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
$223M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$6.09M
2 +$3.79M
3 +$3.48M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.04M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.28M

Top Sells

1 +$2.39M
2 +$949K
3 +$723K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$618K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$506K

Sector Composition

1 Technology 6.11%
2 Financials 3.19%
3 Consumer Discretionary 2.64%
4 Energy 1.9%
5 Industrials 1.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-750
127
-2,850
128
-3,553
129
-17,294
130
-26,136