HFW
Horizon Family Wealth Portfolio holdings
AUM
$164M
This Quarter Return
+1.05%
1 Year Return
+15.99%
3 Year Return
+62.72%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+7.4%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
6.48%
Top 10 Holdings %
Top 10 Hldgs %
61.65%
Holding
91
New
12
Increased
38
Reduced
28
Closed
10
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$3.58M |
| 2 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$2.22M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.76M |
| 4 |
Kroger
KR
|
$1.59M |
| 5 |
New Jersey Resources
NJR
|
$1.49M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.61M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$2.28M |
| 3 |
GS ActiveBeta US Small Cap Equity ETF
GSSC
|
$1.3M |
| 4 |
Vanguard Growth ETF
VUG
|
$1.17M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$829K |
Sector Composition
| 1 | Technology | 5.89% |
| 2 | Financials | 4.15% |
| 3 | Communication Services | 2.55% |
| 4 | Healthcare | 1.9% |
| 5 | Consumer Staples | 1.74% |
