YLDY

Horizon Funds$24.91+0.25 (+1.03%)
AUM $20.5MER 0.70%NAV $24.65Holdings 200

Price Chart

Key Statistics

Previous Close

$24.66

Day Range

$24.85$24.91

52-Week Range

$24.66$25.12

Avg Volume

60.0K

Dividend Yield

Expense Ratio

0.70%

AUM

$20.5M

Shares Outstanding

Sector Breakdown

SectorWeight %
Technology37.79%
Financial Services13.32%
Communication Services10.19%
Healthcare9.67%
Consumer Cyclical8.91%
Industrials7.04%
Consumer Defensive5.63%
Energy3.87%
Utilities2.09%
Basic Materials1.48%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States97.35%
Ireland1.32%
Switzerland0.48%
United Kingdom0.44%
Other0.43%

Fund Information

Category
Technology
Inception Date
Aug 12, 2026
Description
YLDY combines equity and options strategies to pursue its objectives of current income and capital appreciation. The equity strategy invests in dividend-paying securities, including common and preferred stocks, convertible debt, ADRs, REITs, and ETFs, primarily from US large-cap issuers. The options strategy, on the other hand, aims to generate income and manage volatility by selling call options on broad-based indices such as the S&P 500. Options utilized may be exchange-traded/FLEX or OTC. The fund employs a multi-disciplinary approach, analyzing factors such as profitability, earnings stability, price variability, and valuations. It also writes covered call options and cash-secured put options and may use spreads, straddles, and collars. The actively managed portfolio has a modest defensive tilt and is designed to perform differently across market conditions, potentially underperforming in strong up markets while aiming to provide relative stability in flat or down markets.

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QQQInvesco QQQ Trust, Series 1$481.71B

The Horizon Funds - Horizon High Income ETF (YLDY) is an exchange-traded fund issued by Horizon Funds that launched on Aug 12, 2026. It currently manages $20.5M in assets under management. The fund charges an expense ratio of 0.70%. The fund holds 200 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 37.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA Corp7.10%6,655$1.5M
2Apple Inc6.17%3,868$1.3M
3MSFTMicrosoft Corp5.60%2,326$1.1M
4GOOGLAlphabet Inc4.99%3,069$1.0M
5Amazon.com Inc3.03%2,464$621K
6AVGOBroadcom Inc2.57%1,456$525K
7METAMeta Platforms Inc2.14%680$438K
8JPMJPMORGAN CHASE & CO.2.13%1,231$435K
9XOMExxonMobil Holdings Corp1.71%2,122$351K
10JNJJohnson & Johnson1.51%1,158$308K
11MUMicron Technology Inc1.46%305$298K
12LLYEli Lilly & Co1.26%229$257K
13ABBVAbbVie Inc1.21%968$247K
14CVXChevron Corp1.13%1,083$230K
15Berkshire Hathaway Inc1.12%452$229K
Page 1 of 4

Detailed Returns

PeriodReturnETF
1D
+1.03%
1W
-0.59%
1M
-1.02%
3M
-0.51%
6M
-0.51%
YTD
-0.51%
1Y
-0.51%
3Y
-0.51%
5Y
-0.51%

Moving Averages

20-Day MA

$24.90

Above 20-Day MA
50-Day MA

$24.91

Below 50-Day MA
200-Day MA

$24.91

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.12

Current Price

$24.91

52-Week Low

$24.66

$24.66$25.12

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricYLDYTechnology(1660 ETFs)
Fund Info
Expense Ratio0.70%0.61%
AUM$20.5M$6.83B
Dividend Yield2.94%
Avg Volume60.0K432.5K
Holdings200198
Performance
1-Month Return-0.32%
6-Month Return+8.18%
YTD Return+13.83%
1-Year Return+27.29%

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