HFS

Horizon Financial Services Portfolio holdings

AUM $226M
1-Year Est. Return 11.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.47%
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
$272B
$24K 0.01%
27
-45
BOTZ icon
127
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.49B
$23.9K 0.01%
660
IWF icon
128
iShares Russell 1000 Growth ETF
IWF
$31.4B
$22.7K 0.01%
+48
BK icon
129
Bank of New York Mellon
BK
$91.8B
$22.1K 0.01%
190
+25
SNOW icon
130
Snowflake
SNOW
$48.7B
$21.9K 0.01%
100
FDN icon
131
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.98B
$21.8K 0.01%
81
FSLR icon
132
First Solar
FSLR
$22.7B
$21.7K 0.01%
83
+8
SCHW icon
133
Charles Schwab
SCHW
$159B
$21.4K 0.01%
214
PLTR icon
134
Palantir
PLTR
$345B
$21.3K 0.01%
120
SITM icon
135
SiTime
SITM
$14.7B
$21.2K 0.01%
60
PZA icon
136
Invesco National AMT-Free Municipal Bond ETF
PZA
$4B
$21.1K 0.01%
911
AMD icon
137
Advanced Micro Devices
AMD
$588B
$20.1K 0.01%
94
SHOP icon
138
Shopify
SHOP
$166B
$19.8K 0.01%
123
NFLX icon
139
Netflix
NFLX
$388B
$19.7K 0.01%
210
-80
HPE icon
140
Hewlett Packard
HPE
$37.9B
$19.6K 0.01%
816
MCO icon
141
Moody's
MCO
$79.6B
$19.4K 0.01%
38
+5
ABBV icon
142
AbbVie
ABBV
$365B
$19.3K 0.01%
85
+29
RSP icon
143
Invesco S&P 500 Equal Weight ETF
RSP
$87.8B
$19.2K 0.01%
100
WRB icon
144
W.R. Berkley
WRB
$25.9B
$18.8K 0.01%
268
+34
HCA icon
145
HCA Healthcare
HCA
$96.1B
$18.7K 0.01%
40
+4
VIG icon
146
Vanguard Dividend Appreciation ETF
VIG
$105B
$17.1K 0.01%
78
HYMB icon
147
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.88B
$17.1K 0.01%
687
IWY icon
148
iShares Russell Top 200 Growth ETF
IWY
$16.6B
$16.5K 0.01%
60
TJX icon
149
TJX Companies
TJX
$174B
$16.4K 0.01%
107
+14
VZ icon
150
Verizon
VZ
$201B
$16.3K 0.01%
400
+218