HFS
Horizon Financial Services Portfolio holdings
AUM
$189M
This Quarter Return
-0.07%
1 Year Return
+9.25%
3 Year Return
+27.85%
5 Year Return
+25.82%
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(+3.4%)
Cap. Flow
+$3.96M
Cap. Flow
% of AUM
3.47%
Top 10 Holdings %
Top 10 Hldgs %
87.9%
Holding
147
New
41
Increased
25
Reduced
17
Closed
27
Top Buys
Top Sells
| 1 |
Duke Energy
DUK
|
$308K |
| 2 |
Truist Financial
TFC
|
$204K |
| 3 |
Vanguard Information Technology ETF
VGT
|
$93.6K |
| 4 |
Southern Company
SO
|
$59K |
| 5 |
iShares Silver Trust
SLV
|
$50.7K |
Sector Composition
| 1 | Utilities | 1.04% |
| 2 | Consumer Discretionary | 0.81% |
| 3 | Technology | 0.65% |
| 4 | Financials | 0.5% |
| 5 | Communication Services | 0.4% |
