HFS

Horizon Financial Services Portfolio holdings

AUM $226M
1-Year Est. Return 11.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.49M
3
+$1.38M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.31M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.27M

Top Sells

1
+$872K
2
+$468K
3
+$383K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$252K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$212K

Sector Composition

1 Technology 1.24%
2 Consumer Discretionary 1.23%
3 Healthcare 0.61%
4 Utilities 0.51%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
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