HFS
Howard Financial Services Portfolio holdings
AUM
$761M
This Quarter Return
+5.88%
1 Year Return
+9.87%
3 Year Return
+40.66%
5 Year Return
+75.52%
10 Year Return
–
AUM
$693M
AUM Growth
+$693M
(+13%)
Cap. Flow
+$49M
Cap. Flow
% of AUM
7.07%
Top 10 Holdings %
Top 10 Hldgs %
54.06%
Holding
176
New
20
Increased
91
Reduced
35
Closed
8
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Direxion Daily Semiconductor Bear 3X Shares
SOXS
$1.53B
| – | – |
-25,000
| Closed | -$567K |
|