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HFW

Horizon Family Wealth Portfolio holdings

AUM $189M
1-Year Est. Return 18.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$607K
3
+$467K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$307K
5
IMFL icon
Invesco International Developed Dynamic Multifactor ETF
IMFL
+$251K

Top Sells

1
+$2.78M
2
+$777K
3
+$464K
4
AVGO icon
Broadcom
AVGO
+$395K
5
ADBE icon
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
$228K 0.13%
471
77
$224K 0.13%
1,460
+10
78
$217K 0.12%
+487
79
– –
-805
80
– –
-5,554
81
– –
-21,346
1 2 3
4