HFS
Howard Financial Services Portfolio holdings
AUM
$817M
1-Year Est. Return
9.99%
1 Year Est. Return
+9.99%
AUM
$761M
AUM Growth
+$26.3M
(+3.6%)
Holding
203
Top Buys
| 1 | +$8.47M | |
| 2 | +$2.9M | |
| 3 | +$2.24M | |
| 4 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$976K |
| 5 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$975K |
Top Sells
| 1 | +$3.8M | |
| 2 | +$2.89M | |
| 3 | +$2.39M | |
| 4 |
Microsoft
MSFT
|
+$1.69M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.15M |
Sector Composition
| 1 | Technology | 8.51% |
| 2 | Energy | 3% |
| 3 | Financials | 2.31% |
| 4 | Consumer Discretionary | 2.19% |
| 5 | Consumer Staples | 0.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Cable One
CABO
$829M
| – | – |
-771
|
|
||
202
Adobe
ADBE
$142B
| – | – |
-575
|
|