HFW
Horizon Family Wealth Portfolio holdings
AUM
$164M
This Quarter Return
-15.86%
1 Year Return
+15.99%
3 Year Return
+62.72%
5 Year Return
–
10 Year Return
–
AUM
$86.1M
AUM Growth
+$86.1M
(-15%)
Cap. Flow
+$1.08M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
62.8%
Holding
62
New
1
Increased
32
Reduced
17
Closed
9
Top Buys
Top Sells
| 1 |
Vanguard FTSE Pacific ETF
VPL
|
$1.33M |
| 2 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$914K |
| 3 |
MP Materials
MP
|
$268K |
| 4 |
Tesla
TSLA
|
$253K |
| 5 |
Raymond James Financial
RJF
|
$241K |
Sector Composition
| 1 | Technology | 3.56% |
| 2 | Real Estate | 1.83% |
| 3 | Financials | 1.26% |
| 4 | Industrials | 1.24% |
| 5 | Communication Services | 1.16% |
