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
$337M
AUM Growth
+$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

1 +$11.9M
2 +$720K
3 +$481K
4
LBJ
Direxion Daily Latin America Bull 2X Shares
LBJ
+$358K
5
PEP icon
PepsiCo
PEP
+$352K

Sector Composition

1 Technology 5.57%
2 Energy 2.55%
3 Consumer Discretionary 2.17%
4 Financials 1.88%
5 Consumer Staples 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,535