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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
51
$492K 0.28%
+17,570
52
$481K 0.28%
5,797
+106
53
$477K 0.27%
2,382
54
$469K 0.27%
4,546
+11
55
$468K 0.27%
1,580
+6
56
$466K 0.27%
5,194
+281
57
$465K 0.27%
12,729
+77
58
$432K 0.25%
5,087
59
$412K 0.24%
3,372
+20
60
$398K 0.23%
935
+2
61
$386K 0.22%
526
+19
62
$369K 0.21%
3,775
+33
63
$354K 0.2%
1,740
64
$336K 0.19%
2,989
+25
65
$330K 0.19%
3,929
+3
66
$324K 0.19%
4,223
+26
67
$322K 0.18%
+2,565
68
$319K 0.18%
3,852
+7
69
$314K 0.18%
324
+2
70
$308K 0.18%
731
+4
71
$292K 0.17%
638
+2
72
$288K 0.17%
1,172
+1
73
$277K 0.16%
1,172
-7
74
$253K 0.15%
+9,132
75
$234K 0.13%
4,586
+11
1 2
3
4