Instuitional Investor - Howard Financial Services, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Howard Financial Services, Ltd. |
| Portfolio Value | $1,001,479,777 |
Top 13F Holdings
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% |