HFS

Horizon Financial Services Portfolio holdings

AUM $220M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$495K
2
+$486K
3
+$390K
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$309K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$230K

Top Sells

1
+$438K
2
+$158K
3
+$144K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$131K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$119K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.29%
3 Healthcare 0.91%
4 Utilities 0.53%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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