HFW
Horizon Family Wealth Portfolio holdings
AUM
$188M
1-Year Est. Return
18.07%
This Fund
S&P 500
1 Year Est. Return
+18.07%
AUM
$174M
AUM Growth
+$10.1M
(+6.1%)
Holding
81
Top Buys
| 1 | +$2.92M | |
| 2 | +$607K | |
| 3 | +$467K | |
| 4 |
Invesco Large Cap Growth ETF
PWB
|
+$307K |
| 5 |
Invesco International Developed Dynamic Multifactor ETF
IMFL
|
+$251K |
Top Sells
| 1 | +$2.78M | |
| 2 | +$777K | |
| 3 | +$464K | |
| 4 |
Broadcom
AVGO
|
+$395K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Ferrari
RACE
$58.7B
| $228K | 0.13% |
471
|
|
||
77
Procter & Gamble
PG
$350B
| $224K | 0.13% |
1,460
+10
|
|
||
78
Tesla
TSLA
$1.47T
| $217K | 0.12% |
+487
|
|
||
|
79
Adobe
ADBE
$102B
| – | – |
-805
|
|
||
80
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$597M
| – | – |
-5,554
|
|
||
81
Select Water Solutions
WTTR
$1.67B
| – | – |
-21,346
|
|