HAS

Horizon Advisory Services Portfolio holdings

AUM $195M
1-Year Est. Return 10.86%
This Quarter Est. Return
1 Year Est. Return
+10.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$44.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$25.7M
3
+$17.7M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$6.13M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$513K

Top Sells

1
+$26.8M
2
+$26.8M
3
+$23.1M
4
FDM icon
First Trust Dow Jones Select MicroCap Index Fund
FDM
+$21.2M
5
FAAR icon
First Trust Alternative Absolute Return Strategy ETF
FAAR
+$18.2M

Sector Composition

1 Financials 2.96%
2 Technology 1.04%
3 Energy 0.97%
4 Industrials 0.58%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
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