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Home > Institutional Investor > Howard Financial Services, Ltd. > Profile

Instuitional Investor - Howard Financial Services, Ltd.

Fund Profile
Filing Period:
Fund Name: Howard Financial Services, Ltd.
Portfolio Value $518,733,379
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 370,835 $54,564,718 10.51%
2.
Schwab Strategic Trust
 FNDF 607,580 $46,255,054 8.91%
3.
Invesco Exchange Traded Fd T
 237,847 $37,532,305 7.23%
4.
Vanguard Specialized Funds
 179,622 $30,607,564 5.9%
5.
Apple Inc.
 AAPL 103,548 $19,936,134 3.84%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)