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HFW

Horizon Family Wealth Portfolio holdings

AUM $189M
1-Year Est. Return 18.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$607K
3
+$467K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$307K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$251K

Top Sells

1
+$2.78M
2
+$777K
3
+$464K
4
AVGO icon
Broadcom
AVGO
+$395K
5
ADBE icon
Adobe
ADBE
+$311K

Sector Composition

1 Technology 6.18%
2 Financials 4.64%
3 Communication Services 2.51%
4 Industrials 1.23%
5 Consumer Staples 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.95%
10,238
+6
27
$1.52M 0.87%
10,792
+40
28
$1.44M 0.83%
5,931
-77
29
$1.25M 0.72%
23,036
+1,269
30
$1.1M 0.63%
5,011
31
$1.02M 0.59%
3,101
-1,289
32
$981K 0.56%
1,895
-95
33
$914K 0.53%
3,272
-6
34
$825K 0.47%
1,035
+13
35
$825K 0.47%
8,416
+20
36
$821K 0.47%
11,207
+34
37
$758K 0.44%
9,541
+39
38
$748K 0.43%
6,291
+22
39
$736K 0.42%
3,000
+9
40
$726K 0.42%
10,946
+76
41
$717K 0.41%
11,329
+57
42
$709K 0.41%
2,133
+5
43
$646K 0.37%
946
+1
44
$636K 0.37%
4,753
+11
45
$620K 0.36%
1,965
+10
46
$568K 0.33%
7,442
47
$538K 0.31%
2,248
-730
48
$523K 0.3%
1,591
49
$516K 0.3%
3,710
+15
50
$506K 0.29%
3,353
+1
1
2
3 4