HFS
Howard Financial Services Portfolio holdings
AUM
$888M
1-Year Est. Return
13.55%
This Fund
S&P 500
1 Year Est. Return
+13.55%
AUM
$855M
AUM Growth
+$37.8M
(+4.6%)
Holding
218
Top Buys
| 1 | +$5.66M | |
| 2 | +$4.02M | |
| 3 | +$2.4M | |
| 4 |
PGIM Total Return Bond ETF
PTRB
|
+$2.35M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$2.18M |
Top Sells
| 1 | +$1.9M | |
| 2 | +$1.5M | |
| 3 | +$1.24M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.19M |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
+$1.07M |
Sector Composition
| 1 | Technology | 9.26% |
| 2 | Energy | 2.87% |
| 3 | Financials | 2.41% |
| 4 | Consumer Discretionary | 1.95% |
| 5 | Communication Services | 1% |
