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
201
$1.18K ﹤0.01%
2
202
$1.17K ﹤0.01%
6
203
$1.16K ﹤0.01%
84
204
$1.16K ﹤0.01%
4
205
$1.12K ﹤0.01%
27
206
$1.1K ﹤0.01%
4
207
$1.05K ﹤0.01%
2
208
$1.04K ﹤0.01%
5
209
$1.02K ﹤0.01%
18
210
$1.02K ﹤0.01%
3
211
$1.01K ﹤0.01%
17
212
$990 ﹤0.01%
26
213
$972 ﹤0.01%
2
214
$971 ﹤0.01%
2
215
$946 ﹤0.01%
15
216
$878 ﹤0.01%
3
217
$854 ﹤0.01%
33
218
$847 ﹤0.01%
2
219
$826 ﹤0.01%
3
220
$790 ﹤0.01%
3
221
$762 ﹤0.01%
31
222
$761 ﹤0.01%
3
223
$722 ﹤0.01%
10
224
$721 ﹤0.01%
4
225
$719 ﹤0.01%
20
7 8
9
10 11