HFS
Horizon Financial Services Portfolio holdings
AUM
$189M
1-Year Est. Return
9.25%
1 Year Est. Return
+9.25%
AUM
$179M
AUM Growth
+$1.59M
(+0.89%)
Holding
373
Top Buys
| 1 | +$7.93M | |
| 2 | +$6.53M | |
| 3 | +$4.59M | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$3.17M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$3M |
Top Sells
| 1 | +$7.94M | |
| 2 | +$6.24M | |
| 3 | +$4.57M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$4.54M |
| 5 |
Global X MLP ETF
MLPA
|
+$2.17M |
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Consumer Discretionary | 0.98% |
| 3 | Healthcare | 0.64% |
| 4 | Utilities | 0.56% |
| 5 | Financials | 0.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
VinFast Auto
VFS
$7.95B
| – | – |
-1
|
|
||
352
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| – | – |
0
|
|
||
353
Vanguard Health Care ETF
VHT
$16.2B
| – | – |
0
|
|
||
354
Vodafone
VOD
$27.1B
| – | – |
-225
|
|
||
355
Verisk Analytics
VRSK
$29.7B
| – | – |
-3
|
|
||
356
VeriSign
VRSN
$22.2B
| – | – |
-6
|
|
||
357
NCR Voyix
VYX
$1.48B
| – | – |
-84
|
|
||
358
Verizon
VZ
$168B
| – | – |
-744
|
|
||
359
Waters Corp
WAT
$22.1B
| – | – |
-8
|
|
||
360
Weyerhaeuser
WY
$16.5B
| – | – |
-17
|
|
||
361
Yum! Brands
YUM
$41B
| – | – |
-11
|
|
||
|
ETHE
362
Grayscale Ethereum Trust ETF
ETHE
$3.9B
| – | – |
-1,090
|
|
||
|
ARVL
363
DELISTED
Arrival Ordinary Shares
ARVL
| – | – |
-15
|
|