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
$410M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.79%
2 Energy 2.88%
3 Consumer Discretionary 1.82%
4 Financials 1.52%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,028
152
-7,512
153
0