HFW

Horizon Family Wealth Portfolio holdings

AUM $174M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$518K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.02M
3
+$1.62M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$1.33M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$979K

Top Sells

1
+$1.59M
2
+$1.49M
3
+$1.49M
4
XOM icon
Exxon Mobil
XOM
+$1.14M
5
EQR icon
Equity Residential
EQR
+$734K

Sector Composition

1 Technology 5.51%
2 Financials 5.18%
3 Communication Services 2.5%
4 Consumer Staples 1.3%
5 Industrials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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