Instuitional Investor - Howard Financial Services, Ltd.
Fund Profile
Filing Period:
Fund Name: | Howard Financial Services, Ltd. |
Portfolio Value | $760,650,808 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - MSCI USA QLT FCT | 496,946 | $90,851,714 | 11.94% | |
2. | FNDF | 2,032,073 | $53,849,936 | 7.08% | |
3. | Vanguard Specialized Funds - DIV APP ETF | 184,727 | $37,808,111 | 4.97% | |
4. | Invesco Exchange Traded Fd T - S&P 500 GARP ETF | 346,178 | $37,283,366 | 4.9% | |
5. | Invesco Exchange Traded Fd T - S&P500 EQL WGT | 198,745 | $36,119,882 | 4.75% |