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
151
$3.21K ﹤0.01%
27
152
$3.14K ﹤0.01%
+67
153
$3.11K ﹤0.01%
7
154
$2.93K ﹤0.01%
38
155
$2.92K ﹤0.01%
+6
156
$2.87K ﹤0.01%
69
157
$2.81K ﹤0.01%
6
158
$2.77K ﹤0.01%
5
159
$2.71K ﹤0.01%
5
160
$2.59K ﹤0.01%
10
161
$2.55K ﹤0.01%
42
162
$2.45K ﹤0.01%
19
163
$2.41K ﹤0.01%
+49
164
$2.32K ﹤0.01%
8
165
$2.31K ﹤0.01%
+75
166
$2.21K ﹤0.01%
77
167
$2.14K ﹤0.01%
74
+3
168
$2.11K ﹤0.01%
10
169
$2.08K ﹤0.01%
50
170
$2.04K ﹤0.01%
25
171
$2K ﹤0.01%
10
172
$2K ﹤0.01%
+26
173
$1.92K ﹤0.01%
13
174
$1.88K ﹤0.01%
12
175
$1.87K ﹤0.01%
17
5 6
7
8 9