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
201
$1.25K ﹤0.01%
6
202
$1.24K ﹤0.01%
5
203
$1.19K ﹤0.01%
2
204
$1.17K ﹤0.01%
+14
205
$1.16K ﹤0.01%
7
206
$1.14K ﹤0.01%
8
207
$1.11K ﹤0.01%
17
208
$1.1K ﹤0.01%
14
209
$1.08K ﹤0.01%
+134
210
$1.07K ﹤0.01%
6
211
$1.07K ﹤0.01%
4
212
$1.06K ﹤0.01%
10
213
$1.05K ﹤0.01%
+22
214
$1.03K ﹤0.01%
4
215
$1.03K ﹤0.01%
15
216
$1.02K ﹤0.01%
4
217
$1.02K ﹤0.01%
6
218
$1.02K ﹤0.01%
5
219
$971 ﹤0.01%
18
220
$934 ﹤0.01%
2
221
$896 ﹤0.01%
31
222
$882 ﹤0.01%
2
223
$876 ﹤0.01%
33
224
$870 ﹤0.01%
3
225
$809 ﹤0.01%
3
7 8
9
10 11