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
126
$8.98K 0.01%
19
-6
127
$8.36K ﹤0.01%
29
128
$8.2K ﹤0.01%
40
129
$8.18K ﹤0.01%
114
+17
130
$7.13K ﹤0.01%
104
131
$6.93K ﹤0.01%
355
-65
132
$6.68K ﹤0.01%
13
133
$6.54K ﹤0.01%
129
134
$6.42K ﹤0.01%
416
135
$6.32K ﹤0.01%
30
-5
136
$6.21K ﹤0.01%
75
137
$6.17K ﹤0.01%
116
-40,775
138
$6.05K ﹤0.01%
113
139
$6.04K ﹤0.01%
84
+13
140
$5.98K ﹤0.01%
74
+17
141
$5.96K ﹤0.01%
27
+4
142
$5.76K ﹤0.01%
+10
143
$5.65K ﹤0.01%
40
144
$5.5K ﹤0.01%
76
145
$5.02K ﹤0.01%
+100
146
$4.66K ﹤0.01%
50
+10
147
$4.65K ﹤0.01%
44
-15
148
$4.13K ﹤0.01%
54
149
$3.77K ﹤0.01%
110
150
$3.37K ﹤0.01%
13
-10
4 5
6
7 8