HFW
Horizon Family Wealth Portfolio holdings
AUM
$164M
This Quarter Return
-5.63%
1 Year Return
+15.99%
3 Year Return
+62.72%
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
+$101M
(+2.8%)
Cap. Flow
+$8.52M
Cap. Flow
% of AUM
8.45%
Top 10 Holdings %
Top 10 Hldgs %
60.74%
Holding
64
New
17
Increased
26
Reduced
12
Closed
3
Top Buys
| 1 |
iShares International Equity Factor ETF
INTF
|
$1.07M |
| 2 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$1.07M |
| 3 |
Apple
AAPL
|
$605K |
| 4 |
Intuit
INTU
|
$600K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$517K |
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$729K |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$566K |
| 3 |
iShares US Home Construction ETF
ITB
|
$232K |
| 4 |
SPDR S&P Homebuilders ETF
XHB
|
$214K |
| 5 |
Trane Technologies
TT
|
$204K |
Sector Composition
| 1 | Technology | 4.12% |
| 2 | Real Estate | 1.98% |
| 3 | Financials | 1.82% |
| 4 | Industrials | 1.35% |
| 5 | Communication Services | 1.22% |
