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
$178M
AUM Growth
+$9.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.49M
3
+$1.38M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$1.29M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.23M

Top Sells

1
+$887K
2
+$468K
3
+$368K
4
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$252K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$208K

Sector Composition

1 Technology 1.24%
2 Consumer Discretionary 1.23%
3 Healthcare 0.61%
4 Utilities 0.51%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.74K ﹤0.01%
6
177
$1.74K ﹤0.01%
12
178
$1.73K ﹤0.01%
13
179
$1.69K ﹤0.01%
14
180
$1.64K ﹤0.01%
+13
181
$1.64K ﹤0.01%
82
+2
182
$1.64K ﹤0.01%
10
183
$1.53K ﹤0.01%
49
-26
184
$1.48K ﹤0.01%
5
185
$1.48K ﹤0.01%
11
186
$1.44K ﹤0.01%
6
187
$1.43K ﹤0.01%
62
188
$1.43K ﹤0.01%
42
189
$1.42K ﹤0.01%
3
190
$1.42K ﹤0.01%
5
191
$1.35K ﹤0.01%
4
192
$1.32K ﹤0.01%
9
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$1.3K ﹤0.01%
9
194
$1.27K ﹤0.01%
20
195
$1.26K ﹤0.01%
2
196
$1.26K ﹤0.01%
30
197
$1.24K ﹤0.01%
+6
198
$1.23K ﹤0.01%
7
199
$1.2K ﹤0.01%
5
200
$1.19K ﹤0.01%
7
6 7
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9 10