HAS
Horizon Advisory Services Portfolio holdings
AUM
$186M
This Quarter Return
+6.25%
1 Year Return
+10.29%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$215M
AUM Growth
–
Cap. Flow
+$215M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
94.8%
Holding
46
New
46
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Energy | 1.24% |
2 | Financials | 1.18% |
3 | Consumer Discretionary | 0.92% |
4 | Materials | 0.66% |
5 | Technology | 0.29% |