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
$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
State Street 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
126
$9.73K 0.01%
125
127
$9.51K 0.01%
135
128
$9.02K 0.01%
375
129
$8.82K 0.01%
76
130
$8.81K 0.01%
416
131
$8.53K 0.01%
126
132
$8.33K 0.01%
113
133
$7.88K 0.01%
203
134
$7.55K ﹤0.01%
101
-4
135
$7.1K ﹤0.01%
104
136
$7K ﹤0.01%
1,000
137
$6.77K ﹤0.01%
49
138
$6.52K ﹤0.01%
129
139
$6.24K ﹤0.01%
29
140
$6.12K ﹤0.01%
75
141
$6.02K ﹤0.01%
40
142
$6K ﹤0.01%
113
143
$5.76K ﹤0.01%
97
144
$4.74K ﹤0.01%
4,472
+36
145
$4.55K ﹤0.01%
23
146
$4.12K ﹤0.01%
220
147
$3.5K ﹤0.01%
50
148
$3.39K ﹤0.01%
66
149
$3.29K ﹤0.01%
2
150
$3.21K ﹤0.01%
27
4 5
6
7 8