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
$158M
AUM Growth
+$2.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$522K
2
+$489K
3
+$389K
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$304K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$229K

Top Sells

1
+$445K
2
+$158K
3
+$145K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$130K
5
AMZN icon
Amazon
AMZN
+$124K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 1.29%
3 Healthcare 0.91%
4 Utilities 0.53%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.4K 0.01%
660
102
$20.4K 0.01%
45
103
$19.3K 0.01%
300
104
$19.3K 0.01%
177
+4
105
$19.2K 0.01%
325
106
$19.1K 0.01%
6,000
107
$18.5K 0.01%
500
108
$18.5K 0.01%
+114
109
$17.8K 0.01%
65
110
$17K 0.01%
50
111
$16.6K 0.01%
91
-227
112
$16.2K 0.01%
61
113
$16.1K 0.01%
3,000
114
$15.8K 0.01%
6,389
115
$15.4K 0.01%
325
-137
116
$14.7K 0.01%
190
117
$14.6K 0.01%
416
118
$13.8K 0.01%
80
119
$13.4K 0.01%
173
120
$13K 0.01%
43
121
$12.8K 0.01%
+59
122
$12.5K 0.01%
1,000
123
$12.3K 0.01%
+137
124
$11.9K 0.01%
69
+29
125
$10.4K 0.01%
416
3 4
5
6 7