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HFS

Howard Financial Services Portfolio holdings

AUM $888M
1-Year Est. Return 13.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$734M
AUM Growth
-$734K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8%
2 Energy 3.36%
3 Financials 2.63%
4 Consumer Discretionary 2.14%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$202K 0.03%
+2,474
177
$202K 0.03%
+1,353
178
$201K 0.03%
368
+10
179
$180K 0.02%
11,850
180
$179K 0.02%
12,760
181
$147K 0.02%
10,000
182
$98.7K 0.01%
+2,283
183
$27K ﹤0.01%
10,000
-150,000
184
-53,381
185
-1,849
186
-1,893
187
-10,090
188
-2,490
189
-1,969
190
-1,224
191
-3,000
192
-6,148
193
-8,671
194
-26,997
195
-1,386
196
-1,443
197
-742
198
-2,698
199
-11,922