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HFS

Horizon Financial Services Portfolio holdings

AUM $261M
1-Year Est. Return 16.81%
This Fund
S&P 500
This Quarter Est. Return
-4.93%
1 Year Est. Return
+16.81%
3 Year Est. Return
+39.46%
5 Year Est. Return
+27.19%
10 Year Est. Return
AUM
$112M
AUM Growth
-$17.3M
Cap. Flow
-$11.6M
Cap. Flow %
-10.29%
Top 10 Hldgs %
56.96%
Holding
61
New
6
Increased
11
Reduced
35
Closed
3
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPYG icon
1
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
$11.5M 10.22%
229,415
-25,520
-10% -$1.44M
SPYV icon
2
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$8.31M 7.39%
241,022
-25,655
-10% -$973K
USHY icon
3
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.9B
$7.87M 7%
234,035
-19,391
-8% -$689K
SCHM icon
4
Schwab US Mid-Cap ETF
SCHM
$14.6B
$6.9M 6.14%
342,066
-28,185
-8% -$629K
VCSH icon
5
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$6.38M 5.68%
85,948
-7,911
-8% -$603K
SCHA icon
6
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$6M 5.34%
317,678
+11,126
+4% +$233K
SPDW icon
7
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$5.26M 4.68%
204,053
-12,737
-6% -$367K
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$3.97M 3.53%
88,038
+1,308
+2% +$62.3K
VGSH icon
9
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$3.97M 3.53%
+68,663
New +$4.02M
BKLN icon
10
Invesco Senior Loan ETF
BKLN
$7.1B
$3.88M 3.45%
192,036
-33,163
-15% -$692K
VCLT icon
11
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.83B
$3.52M 3.13%
+47,995
New +$3.89M
EMB icon
12
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$3.44M 3.06%
43,322
-3,995
-8% -$341K
SPTS icon
13
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.07B
$2.95M 2.63%
102,095
-164,281
-62% -$4.81M
SCHP icon
14
Schwab US TIPS ETF
SCHP
$16.3B
$2.9M 2.58%
112,082
-7,292
-6% -$203K
SPEM icon
15
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$2.8M 2.49%
90,230
-8,992
-9% -$306K
SCHC icon
16
Schwab International Small-Cap Equity ETF
SCHC
$5.36B
$2.6M 2.32%
93,879
-1,924
-2% -$60.6K
VRP icon
17
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$2.31M 2.05%
+105,276
New +$2.41M
XLK icon
18
State Street Technology Select Sector SPDR ETF
XLK
$115B
$2.13M 1.9%
35,926
-940
-3% -$64.2K
SPLB icon
19
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.18B
$1.91M 1.7%
88,013
-180,563
-67% -$4.35M
USRT icon
20
iShares Core US REIT ETF
USRT
$4.74B
$1.91M 1.7%
40,280
-3,087
-7% -$170K
VGLT icon
21
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
$1.9M 1.69%
+30,207
New +$2.08M
ICVT icon
22
iShares Convertible Bond ETF
ICVT
$7.23B
$1.7M 1.51%
+24,636
New +$1.78M
PGX icon
23
Invesco Preferred ETF
PGX
$3.84B
$1.29M 1.14%
108,235
-238,174
-69% -$3M
SPTL icon
24
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$1.12M 0.99%
37,687
-69,093
-65% -$2.24M
VGT icon
25
Vanguard Information Technology ETF
VGT
$139B
$988K 0.88%
25,712
-10,536
-29% -$463K

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Horizon Financial Services's Q3 2022 Portfolio in Review

As of Q3 2022, Horizon Financial Services held 61 positions worth $112M, down 13% from $130M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Horizon Financial Services withdrew a net $11.6M in Q3 2022, closing 3 positions and reducing 35 holdings. Its most notable exit was iShares MSCI USA Min Vol Factor ETF, an estimated $263K position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 1.5% of assets, up from 1.2% a quarter earlier, followed by Technology and Utilities.

Against the trend, Horizon Financial Services opened a new position in Vanguard Short-Term Treasury ETF worth $3.97M.

  • Horizon Financial Services's largest Q3 2022 buy was Vanguard Short-Term Treasury ETF: 68,663 shares worth $3.97M.
  • Horizon Financial Services added most to Schwab U.S Small- Cap ETF in Q3 2022, an estimated $233K increase.
  • Horizon Financial Services's biggest Q3 2022 reduction was State Street SPDR Portfolio Short Term Treasury ETF, cutting an estimated $4.81M.
  • Horizon Financial Services fully exited iShares MSCI USA Min Vol Factor ETF in Q3 2022, selling an estimated $263K.
  • Horizon Financial Services's ten largest holdings make up 57% of its $112M portfolio in Q3 2022.
  • Horizon Financial Services opened 6 new positions and closed 3 in Q3 2022.
  • Horizon Financial Services's portfolio value fell 13% quarter-over-quarter to $112M.

Based on Horizon Financial Services's 13F filing for Q3 2022, filed 21 Oct 2022.