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
176
$1.74K ﹤0.01%
129
177
$1.65K ﹤0.01%
+26
178
$1.65K ﹤0.01%
+5
179
$1.64K ﹤0.01%
+23
180
$1.58K ﹤0.01%
7
+1
181
$1.58K ﹤0.01%
13
-4
182
$1.56K ﹤0.01%
5
-1
183
$1.55K ﹤0.01%
41
+15
184
$1.54K ﹤0.01%
+3
185
$1.53K ﹤0.01%
+22
186
$1.49K ﹤0.01%
+12
187
$1.49K ﹤0.01%
3
-2
188
$1.47K ﹤0.01%
+16
189
$1.46K ﹤0.01%
+35
190
$1.44K ﹤0.01%
+16
191
$1.4K ﹤0.01%
+3
192
$1.38K ﹤0.01%
+4
193
$1.37K ﹤0.01%
+6
194
$1.37K ﹤0.01%
+54
195
$1.34K ﹤0.01%
+16
196
$1.34K ﹤0.01%
3
+1
197
$1.3K ﹤0.01%
+36
198
$1.27K ﹤0.01%
+6
199
$1.27K ﹤0.01%
+5
200
$1.24K ﹤0.01%
5
+2
6 7
8
9 10