HFS
Horizon Financial Services Portfolio holdings
AUM
$189M
1-Year Return
9.25%
This Quarter Return
+5.3%
1 Year Return
+9.25%
3 Year Return
+27.85%
5 Year Return
+25.82%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
89.96%
Holding
99
New
96
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$15.2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.2M |
| 3 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$11.2M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$10.8M |
| 5 |
Vanguard Growth ETF
VUG
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 1.46% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Technology | 0.6% |
| 4 | Communication Services | 0.54% |
| 5 | Financials | 0.49% |
