HFS

Horizon Financial Services Portfolio holdings

AUM $220M
1-Year Est. Return 11.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.04%
2 Consumer Discretionary 0.99%
3 Healthcare 0.99%
4 Financials 0.63%
5 Industrials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GS icon
126
Goldman Sachs
GS
$236B
$24K 0.01%
27
-45
BOTZ icon
127
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.29B
$23.9K 0.01%
660
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$115B
$22.7K 0.01%
+48
BK icon
129
Bank of New York Mellon
BK
$79.4B
$22.1K 0.01%
190
+25
SNOW icon
130
Snowflake
SNOW
$59.7B
$21.9K 0.01%
100
FDN icon
131
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.85B
$21.8K 0.01%
81
FSLR icon
132
First Solar
FSLR
$21.4B
$21.7K 0.01%
83
+8
SCHW icon
133
Charles Schwab
SCHW
$164B
$21.4K 0.01%
214
PLTR icon
134
Palantir
PLTR
$365B
$21.3K 0.01%
120
SITM icon
135
SiTime
SITM
$8.99B
$21.2K 0.01%
60
PZA icon
136
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.71B
$21.1K 0.01%
911
AMD icon
137
Advanced Micro Devices
AMD
$321B
$20.1K 0.01%
94
SHOP icon
138
Shopify
SHOP
$165B
$19.8K 0.01%
123
NFLX icon
139
Netflix
NFLX
$402B
$19.7K 0.01%
210
-80
HPE icon
140
Hewlett Packard
HPE
$29B
$19.6K 0.01%
816
MCO icon
141
Moody's
MCO
$77B
$19.4K 0.01%
38
+5
ABBV icon
142
AbbVie
ABBV
$392B
$19.3K 0.01%
85
+29
RSP icon
143
Invesco S&P 500 Equal Weight ETF
RSP
$85.9B
$19.2K 0.01%
100
WRB icon
144
W.R. Berkley
WRB
$25.7B
$18.8K 0.01%
268
+34
HCA icon
145
HCA Healthcare
HCA
$117B
$18.7K 0.01%
40
+4
VIG icon
146
Vanguard Dividend Appreciation ETF
VIG
$101B
$17.1K 0.01%
78
HYMB icon
147
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3B
$17.1K 0.01%
687
IWY icon
148
iShares Russell Top 200 Growth ETF
IWY
$15.3B
$16.5K 0.01%
60
TJX icon
149
TJX Companies
TJX
$173B
$16.4K 0.01%
107
+14
VZ icon
150
Verizon
VZ
$215B
$16.3K 0.01%
400
+218