HFS

Horizon Financial Services Portfolio holdings

AUM $189M
1-Year Est. Return 9.25%
This Quarter Est. Return
1 Year Est. Return
+9.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$444K
3
+$390K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$375K
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$368K

Top Sells

1
+$316K
2
+$313K
3
+$164K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$51.8K
5
VUG icon
Vanguard Growth ETF
VUG
+$30K

Sector Composition

1 Consumer Discretionary 1.5%
2 Technology 0.52%
3 Healthcare 0.35%
4 Utilities 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-709
1 2
3