HFS

Horizon Financial Services Portfolio holdings

AUM $210M
1-Year Est. Return 9.16%
This Quarter Est. Return
1 Year Est. Return
+9.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$6.53M
3
+$4.59M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.17M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$3M

Top Sells

1
+$7.94M
2
+$6.24M
3
+$4.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.54M
5
MLPA icon
Global X MLP ETF
MLPA
+$2.17M

Sector Composition

1 Technology 1.04%
2 Consumer Discretionary 0.98%
3 Healthcare 0.64%
4 Utilities 0.56%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$19.4K 0.01%
52
+2
102
$18.8K 0.01%
660
103
$18.5K 0.01%
65
104
$17.5K 0.01%
190
105
$17.3K 0.01%
500
106
$16.8K 0.01%
214
+101
107
$16.6K 0.01%
100
108
$16.3K 0.01%
300
109
$16.3K 0.01%
77
-129
110
$15.1K 0.01%
78
111
$14.2K 0.01%
173
112
$13.1K 0.01%
42
-1
113
$12.6K 0.01%
60
114
$12.3K 0.01%
125
115
$12.1K 0.01%
6,000
116
$11.7K 0.01%
114
-20
117
$11.5K 0.01%
416
118
$11.2K 0.01%
75
-7
119
$11.2K 0.01%
+20
120
$10K 0.01%
1,000
121
$10K 0.01%
105
-30
122
$9.9K 0.01%
+90
123
$9.75K 0.01%
+40
124
$9.51K 0.01%
3,000
125
$9.26K 0.01%
375
3 4
5
6 7