HFW

Horizon Family Wealth Portfolio holdings

AUM $188M
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$1.3M
3 +$377K
4
ALTM
Arcadium Lithium plc
ALTM
+$180K
5
VB icon
Vanguard Small-Cap ETF
VB
+$150K

Sector Composition

1 Technology 6.45%
2 Communication Services 1.62%
3 Financials 1.57%
4 Consumer Discretionary 1.31%
5 Real Estate 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.15%
4,031
+8