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
$140M
AUM Growth
+$8.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$2.37M
2 +$2.15M
3 +$305K
4
GTLS icon
Chart Industries
GTLS
+$255K
5
CBOE icon
Cboe Global Markets
CBOE
+$245K

Top Sells

1 +$1.91M
2 +$829K
3 +$686K
4
ALTM
Arcadium Lithium plc
ALTM
+$406K
5
COR icon
Cencora
COR
+$365K

Sector Composition

1 Technology 5.79%
2 Financials 1.83%
3 Communication Services 1.55%
4 Industrials 1.16%
5 Real Estate 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.15%
4,038
+7
77
$161K 0.11%
863
-3,681
78
-220
79
-1,619
80
-4,715
81
-120,696
82
-2,318