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
201
$1.22K ﹤0.01%
+16
202
$1.21K ﹤0.01%
+5
203
$1.2K ﹤0.01%
+8
204
$1.18K ﹤0.01%
+5
205
$1.17K ﹤0.01%
+54
206
$1.17K ﹤0.01%
+20
207
$1.13K ﹤0.01%
+25
208
$1.12K ﹤0.01%
+94
209
$1.11K ﹤0.01%
7
-7
210
$1.11K ﹤0.01%
+8
211
$1.11K ﹤0.01%
+3
212
$1.1K ﹤0.01%
+9
213
$1.1K ﹤0.01%
2
214
$1.08K ﹤0.01%
+11
215
$1.07K ﹤0.01%
+5
216
$1.06K ﹤0.01%
+4
217
$1.02K ﹤0.01%
+12
218
$1.01K ﹤0.01%
+50
219
$1.01K ﹤0.01%
+8
220
$996 ﹤0.01%
7
-42
221
$995 ﹤0.01%
+12
222
$993 ﹤0.01%
+6
223
$991 ﹤0.01%
+9
224
$979 ﹤0.01%
+15
225
$978 ﹤0.01%
+23
7 8
9
10 11