HFS
Horizon Financial Services Portfolio holdings
AUM
$189M
This Quarter Return
-1.32%
1 Year Return
+9.25%
3 Year Return
+27.85%
5 Year Return
+25.82%
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(+5.7%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
13.07%
Top 10 Holdings %
Top 10 Hldgs %
58.49%
Holding
299
New
14
Increased
54
Reduced
31
Closed
29
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$5.75M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.49M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.52M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.68M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.49M |
Top Sells
Sector Composition
| 1 | Technology | 1.24% |
| 2 | Consumer Discretionary | 1.23% |
| 3 | Healthcare | 0.61% |
| 4 | Utilities | 0.51% |
| 5 | Communication Services | 0.36% |
