HFW
Horizon Family Wealth Portfolio holdings
AUM
$164M
1-Year Return
15.99%
This Quarter Return
+8.36%
1 Year Return
+15.99%
3 Year Return
+62.72%
5 Year Return
–
10 Year Return
–
AUM
$98.1M
AUM Growth
–
Cap. Flow
+$98.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.04%
Holding
47
New
47
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$14.1M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$10.5M |
| 3 |
Vanguard Growth ETF
VUG
|
$8.49M |
| 4 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$8.27M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$5.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Real Estate | 1.78% |
| 3 | Financials | 0.83% |
| 4 | Industrials | 0.56% |
| 5 | Consumer Staples | 0.52% |
