Instuitional Investor - Howard Financial Services, Ltd.

Fund Profile
Filing Period:
Fund Name: Howard Financial Services, Ltd.
Portfolio Value $1,001,479,777
Filing Period:
No. Security Ticker Shares Value % Port
1. HYG 513,557 $112,689,766 11.25%
2. SCHD 1,953,598 $61,948,604 6.19%
3.
Vanguard Specialized Funds - DIV APP ETF
200,595 $47,464,679 4.74%
4. AAPL 138,692 $40,132,055 4.01%
5.
Invesco Exchange Traded Fd T - S&P 500 GARP ETF
327,925 $40,101,938 4%