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
$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
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
$9.99K 0.01%
40
127
$9.73K 0.01%
125
128
$9.51K 0.01%
135
129
$9.02K 0.01%
375
130
$8.82K 0.01%
76
131
$8.81K 0.01%
416
132
$8.53K 0.01%
126
133
$8.33K 0.01%
113
134
$7.88K 0.01%
203
135
$7.55K ﹤0.01%
101
-4
136
$7.1K ﹤0.01%
104
137
$7K ﹤0.01%
1,000
138
$6.77K ﹤0.01%
49
139
$6.52K ﹤0.01%
129
140
$6.24K ﹤0.01%
29
141
$6.12K ﹤0.01%
75
142
$6.02K ﹤0.01%
40
143
$6K ﹤0.01%
113
144
$5.76K ﹤0.01%
97
145
$4.74K ﹤0.01%
4,472
+36
146
$4.55K ﹤0.01%
23
147
$4.12K ﹤0.01%
220
148
$3.5K ﹤0.01%
50
149
$3.39K ﹤0.01%
66
150
$3.29K ﹤0.01%
2
4 5
6
7 8