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
$210M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
429
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.08%
2 Consumer Discretionary 1.1%
3 Healthcare 0.95%
4 Financials 0.66%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SYK icon
126
Stryker
SYK
$135B
$23.7K 0.01%
64
+12
BOTZ icon
127
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.12B
$23.4K 0.01%
660
PM icon
128
Philip Morris
PM
$247B
$23.4K 0.01%
144
+131
FDN icon
129
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.82B
$22.7K 0.01%
81
-212
SNOW icon
130
Snowflake
SNOW
$73.6B
$22.6K 0.01%
100
+60
PONY
131
Pony AI Inc
PONY
$5.91B
$22.5K 0.01%
+1,000
CSCO icon
132
Cisco
CSCO
$310B
$22.3K 0.01%
326
+1
PLTR icon
133
Palantir
PLTR
$442B
$21.9K 0.01%
120
+75
PZA icon
134
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.28B
$21K 0.01%
911
MRK icon
135
Merck
MRK
$248B
$21K 0.01%
250
SCHW icon
136
Charles Schwab
SCHW
$170B
$20.4K 0.01%
214
HPE icon
137
Hewlett Packard
HPE
$31.7B
$20K 0.01%
816
+400
RSP icon
138
Invesco S&P 500 Equal Weight ETF
RSP
$76.2B
$19K 0.01%
+100
SHOP icon
139
Shopify
SHOP
$210B
$18.3K 0.01%
123
+93
SITM icon
140
SiTime
SITM
$9.54B
$18.1K 0.01%
+60
BTBT icon
141
Bit Digital
BTBT
$673M
$18K 0.01%
6,000
BK icon
142
Bank of New York Mellon
BK
$81.6B
$18K 0.01%
165
+132
WRB icon
143
W.R. Berkley
WRB
$26.3B
$17.9K 0.01%
234
+192
XOM icon
144
Exxon Mobil
XOM
$495B
$17.4K 0.01%
154
+103
HYMB icon
145
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.85B
$17.1K 0.01%
687
VIG icon
146
Vanguard Dividend Appreciation ETF
VIG
$102B
$16.8K 0.01%
78
FSLR icon
147
First Solar
FSLR
$27.5B
$16.5K 0.01%
75
+57
AJG icon
148
Arthur J. Gallagher & Co
AJG
$65.9B
$16.4K 0.01%
53
+41
IWY icon
149
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$16.3K 0.01%
60
MCO icon
150
Moody's
MCO
$87B
$15.7K 0.01%
33
+25