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
$178M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.49M
3
+$1.38M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.29M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.23M

Top Sells

1
+$887K
2
+$468K
3
+$368K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$252K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$208K

Sector Composition

1 Technology 1.24%
2 Consumer Discretionary 1.23%
3 Healthcare 0.61%
4 Utilities 0.51%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$60.6K 0.03%
320
77
$58.5K 0.03%
2,244
78
$50.8K 0.03%
212
-272
79
$49.8K 0.03%
206
+51
80
$44K 0.02%
139
81
$42.4K 0.02%
+1,984
82
$42.1K 0.02%
368
83
$42.1K 0.02%
+1,879
84
$41.9K 0.02%
1,000
85
$41.9K 0.02%
+1,932
86
$40.8K 0.02%
361
-48
87
$33.8K 0.02%
59
+14
88
$32.1K 0.02%
1,600
89
$30.5K 0.02%
1,090
90
$29.8K 0.02%
744
91
$29.4K 0.02%
1,342
92
$28.9K 0.02%
64
+5
93
$27.3K 0.02%
163
94
$26K 0.01%
288
+262
95
$25.5K 0.01%
300
96
$24.9K 0.01%
250
97
$21.1K 0.01%
660
98
$19.9K 0.01%
65
99
$19.7K 0.01%
100
-58
100
$19.2K 0.01%
325
2 3
4
5 6