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
$693M
AUM Growth
+$82.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$9.37M
2 +$4.12M
3 +$3.67M
4
SPGP icon
Invesco S&P 500 GARP ETF
SPGP
+$3.05M
5
PTRB icon
PGIM Total Return Bond ETF
PTRB
+$2.61M

Sector Composition

1 Technology 7.96%
2 Energy 3%
3 Consumer Discretionary 2.17%
4 Financials 1.93%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-22,202