HB
Horizon Bancorp Portfolio holdings
AUM
$199M
1-Year Return
10.04%
This Quarter Return
+7.3%
1 Year Return
+10.04%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$70.6M
AUM Growth
-$22.5M
(-24%)
Cap. Flow
-$26.3M
Cap. Flow
% of AUM
-37.32%
Top 10 Holdings %
Top 10 Hldgs %
34.06%
Holding
265
New
16
Increased
77
Reduced
49
Closed
19
Top Buys
| 1 |
eBay
EBAY
|
$172K |
| 2 |
Target
TGT
|
$69.3K |
| 3 |
Procter & Gamble
PG
|
$67K |
| 4 |
Apple
AAPL
|
$57.9K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$53.8K |
Top Sells
| 1 |
Horizon Bancorp
HBNC
|
$514K |
| 2 |
Equity Residential
EQR
|
$85K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$74K |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$50.7K |
| 5 |
JPMorgan Chase
JPM
|
$49.3K |
Sector Composition
| 1 | Healthcare | 20.14% |
| 2 | Financials | 13.59% |
| 3 | Consumer Staples | 12.75% |
| 4 | Industrials | 10.78% |
| 5 | Technology | 10.33% |
