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
101
$18K 0.01%
50
102
$17.6K 0.01%
80
103
$17.6K 0.01%
6,000
104
$16.4K 0.01%
500
105
$16.2K 0.01%
134
+15
106
$15.6K 0.01%
190
107
$15.3K 0.01%
78
108
$15.1K 0.01%
43
109
$14.6K 0.01%
325
110
$14.1K 0.01%
173
111
$14K 0.01%
60
112
$13.6K 0.01%
416
113
$12.9K 0.01%
25
+19
114
$12.5K 0.01%
82
-62
115
$11.4K 0.01%
125
116
$11.3K 0.01%
3,000
117
$10.7K 0.01%
161
-8
118
$10.7K 0.01%
135
119
$10.5K 0.01%
420
+180
120
$9.9K 0.01%
1,000
121
$9.29K 0.01%
23
122
$9.21K 0.01%
375
123
$9.18K 0.01%
40
124
$8.88K 0.01%
416
125
$8.36K ﹤0.01%
113
3 4
5
6 7