Instuitional Investor - Howard Financial Services, Ltd.
Fund Profile
Filing Period:
Fund Name: | Howard Financial Services, Ltd. |
Portfolio Value | $734,391,757 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - MSCI USA QLT FCT | 484,702 | $82,830,723 | 11.28% | |
2. | FNDF | 2,073,100 | $57,963,887 | 7.89% | |
3. | Vanguard Specialized Funds - DIV APP ETF | 185,818 | $36,046,925 | 4.91% | |
4. | Invesco Exchange Traded Fd T - S&P 500 GARP ETF | 354,389 | $35,396,387 | 4.82% | |
5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 199,531 | $34,564,685 | 4.71% |