HFS
Horizon Financial Services Portfolio holdings
AUM
$189M
This Quarter Return
+0.52%
1 Year Return
+9.25%
3 Year Return
+27.85%
5 Year Return
+25.82%
10 Year Return
–
AUM
$158M
AUM Growth
+$2.48M
(+1.6%)
Cap. Flow
+$2.04M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
59.84%
Holding
284
New
18
Increased
44
Reduced
26
Closed
13
Top Buys
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$445K |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$158K |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$145K |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
$130K |
| 5 |
Amazon
AMZN
|
$124K |
Sector Composition
| 1 | Technology | 1.31% |
| 2 | Consumer Discretionary | 1.29% |
| 3 | Healthcare | 0.91% |
| 4 | Utilities | 0.53% |
| 5 | Financials | 0.36% |
