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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
+7.05%
1 Year Est. Return
+12.33%
3 Year Est. Return
+50.08%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$100M
AUM Growth
+$9.31M
(+10%)
Cap. Flow
+$3.09M
Cap. Flow
% of AUM
3.08%
Top 10 Holdings %
Top 10 Hldgs %
80.06%
Holding
416
New
87
Increased
89
Reduced
77
Closed
59
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.82M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$919K |
| 3 |
GE Aerospace
GE
|
+$91.1K |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$55.6K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$47.2K |
Sector Composition
| 1 | Consumer Staples | 5.43% |
| 2 | Technology | 1.79% |
| 3 | Industrials | 1.04% |
| 4 | Financials | 0.83% |
| 5 | Healthcare | 0.83% |
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