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
$168M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$475K
2
+$288K
3
+$264K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$260K
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$251K

Top Sells

1
+$2.47M
2
+$309K
3
+$284K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$231K
5
UNH icon
UnitedHealth
UNH
+$195K

Sector Composition

1 Consumer Discretionary 1.32%
2 Technology 1.24%
3 Healthcare 0.75%
4 Utilities 0.62%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$62.6K 0.04%
148
77
$60.7K 0.04%
2,332
78
$60.1K 0.04%
2,244
79
$53.1K 0.03%
320
-60
80
$46.6K 0.03%
409
-51
81
$41.5K 0.02%
1,000
82
$38.3K 0.02%
139
-12
83
$38K 0.02%
155
84
$37.5K 0.02%
1,600
85
$36.1K 0.02%
368
86
$36K 0.02%
11,885
87
$34.8K 0.02%
+1,090
88
$33.7K 0.02%
+188
89
$33.4K 0.02%
+744
90
$32.3K 0.02%
193
-60
91
$28.4K 0.02%
250
-68
92
$28.2K 0.02%
163
93
$28.1K 0.02%
+1,342
94
$27.4K 0.02%
158
95
$27K 0.02%
59
-37
96
$26K 0.02%
107
+78
97
$24.5K 0.01%
144
98
$23.9K 0.01%
1,090
-135
99
$22.8K 0.01%
169
-8
100
$22.3K 0.01%
45
2 3
4
5 6