HFW

Horizon Family Wealth Portfolio holdings

AUM $164M
1-Year Est. Return 15.99%
This Quarter Est. Return
1 Year Est. Return
+15.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.9M
AUM Growth
-$4.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$902K
2 +$454K
3 +$278K
4
RJF icon
Raymond James Financial
RJF
+$218K
5
PWV icon
Invesco Large Cap Value ETF
PWV
+$209K

Sector Composition

1 Technology 3.67%
2 Real Estate 1.54%
3 Financials 1.53%
4 Industrials 1.25%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$208K 0.25%
538
+11
52
$201K 0.25%
1,584
+48
53
$201K 0.25%
1,243
+17
54
-1,830