Instuitional Investor - Howard Financial Services, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Howard Financial Services, Ltd. |
| Portfolio Value | $735,126,080 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - MSCI USA QLT FCT | 454,955 | $81,018,351 | 11.02% | |
| 2. | FNDF | 2,021,759 | $55,234,447 | 7.51% | |
| 3. | Vanguard Specialized Funds - DIV APP ETF | 182,924 | $35,821,995 | 4.87% | |
| 4. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 203,459 | $35,652,177 | 4.84% | |
| 5. | AAPL | 134,741 | $33,741,874 | 4.58% |
