HFS
Howard Financial Services Portfolio holdings
AUM
$817M
1-Year Est. Return
9.99%
1 Year Est. Return
+9.99%
AUM
$817M
AUM Growth
+$56.7M
(+7.5%)
Holding
202
Top Buys
| 1 | +$7.5M | |
| 2 | +$1.6M | |
| 3 | +$1.6M | |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.13M |
| 5 |
Viper Energy
VNOM
|
+$1.09M |
Top Sells
| 1 | +$2.21M | |
| 2 | +$1.14M | |
| 3 | +$1.08M | |
| 4 |
Direxion Daily NYSE FANG+ Bull 2X Shares
FNGG
|
+$647K |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$546K |
Sector Composition
| 1 | Technology | 9.34% |
| 2 | Energy | 3.01% |
| 3 | Financials | 2.45% |
| 4 | Consumer Discretionary | 1.93% |
| 5 | Consumer Staples | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Business First Bancshares
BFST
$733M
| – | – |
-18,128
|
|