HAS
Horizon Advisory Services Portfolio holdings
AUM
$186M
This Quarter Return
-0.94%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$175M
(-20%)
Cap. Flow
-$44.1M
Cap. Flow
% of AUM
-25.25%
Top 10 Holdings %
Top 10 Hldgs %
93.65%
Holding
67
New
23
Increased
10
Reduced
9
Closed
20
Top Buys
Top Sells
Sector Composition
1 | Financials | 2.96% |
2 | Technology | 1.04% |
3 | Energy | 0.97% |
4 | Industrials | 0.58% |
5 | Consumer Discretionary | 0.45% |