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HS
Horan Securities Portfolio holdings
AUM
$284M
1-Year Est. Return
12.33%
This Fund
S&P 500
This Quarter
Est. Return
-1.4%
1 Year Est. Return
+12.33%
3 Year Est. Return
+50.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$114M
AUM Growth
+$3M
(+2.7%)
Cap. Flow
+$6.77M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
57.14%
Holding
220
New
15
Increased
51
Reduced
20
Closed
13
Top Buys
| 1 |
iShares International Select Dividend ETF
IDV
|
+$626K |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
+$572K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$502K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$488K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$480K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 2% |
| 2 | Industrials | 0.57% |
| 3 | Technology | 0.52% |
| 4 | Energy | 0.26% |
| 5 | Consumer Discretionary | 0.23% |
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