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
$157M
AUM Growth
-$7.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$3.36M
3
+$3.22M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.77M
5
MLPA icon
Global X MLP ETF
MLPA
+$1.82M

Top Sells

1
+$9.98M
2
+$2.29M
3
+$1.26M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.05M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$892K

Sector Composition

1 Consumer Discretionary 0.69%
2 Utilities 0.56%
3 Financials 0.53%
4 Technology 0.44%
5 Healthcare 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
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