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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
1
$18M 10.34%
138,118
-6,177
2
$16.1M 9.28%
201,936
-312
3
$14M 8.05%
340,749
-68,826
4
$12.4M 7.1%
124,150
+2,519
5
$12.3M 7.05%
101,581
+522
6
$8.73M 5.02%
118,844
+952
7
$5.45M 3.13%
98,445
+285
8
$5.18M 2.98%
10,301
+8
9
$5.16M 2.97%
20,293
+86
10
$4.66M 2.68%
129,844
+74
11
$4.55M 2.61%
85,312
-2,711
12
$3.9M 2.24%
91,382
+14,659
13
$3.38M 1.94%
51,896
+232
14
$3.37M 1.93%
102,867
+487
15
$3.03M 1.74%
+78,894
16
$3.02M 1.74%
43,071
+496
17
$2.61M 1.5%
19,890
+107
18
$2.44M 1.4%
23,213
+6
19
$2.42M 1.39%
25,197
+1,316
20
$2.23M 1.28%
46,305
+854
21
$2.22M 1.28%
11,900
-422
22
$2M 1.15%
17,479
+75
23
$1.95M 1.12%
7,652
-292
24
$1.87M 1.07%
38,239
+740
25
$1.86M 1.07%
3,033
+9
1
2 3 4