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
176
$1.82K ﹤0.01%
62
177
$1.76K ﹤0.01%
129
178
$1.69K ﹤0.01%
7
179
$1.65K ﹤0.01%
2
180
$1.64K ﹤0.01%
2
181
$1.6K ﹤0.01%
78
+1
182
$1.57K ﹤0.01%
2
183
$1.54K ﹤0.01%
4
184
$1.53K ﹤0.01%
6
185
$1.46K ﹤0.01%
11
186
$1.42K ﹤0.01%
25
187
$1.42K ﹤0.01%
14
188
$1.4K ﹤0.01%
51
189
$1.36K ﹤0.01%
30
190
$1.34K ﹤0.01%
5
191
$1.34K ﹤0.01%
21
192
$1.32K ﹤0.01%
20
193
$1.31K ﹤0.01%
9
194
$1.3K ﹤0.01%
5
195
$1.29K ﹤0.01%
7
196
$1.27K ﹤0.01%
50
197
$1.26K ﹤0.01%
20
198
$1.26K ﹤0.01%
26
199
$1.26K ﹤0.01%
3
200
$1.25K ﹤0.01%
9
6 7
8
9 10