HIS

Horizon Investment Services Portfolio holdings

AUM $228M
1-Year Est. Return 37%
This Quarter Est. Return
1 Year Est. Return
+37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.66M
3
+$1.54M
4
DHR icon
Danaher
DHR
+$1.19M
5
ESQ icon
Esquire Financial Holdings
ESQ
+$959K

Top Sells

1
+$2.16M
2
+$2.14M
3
+$2M
4
FDX icon
FedEx
FDX
+$1.89M
5
META icon
Meta Platforms (Facebook)
META
+$1.73M

Sector Composition

1 Technology 23.32%
2 Healthcare 11.76%
3 Financials 9.97%
4 Energy 7.78%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$645K 0.47%
8,046
-554
52
$645K 0.47%
6,801
-267
53
$644K 0.47%
5,213
+41
54
$616K 0.45%
21,576
55
$595K 0.43%
15,661
+410
56
$592K 0.43%
+40,483
57
$585K 0.42%
5,707
-585
58
$566K 0.41%
25,578
+4,290
59
$547K 0.4%
2,558
+302
60
$533K 0.39%
10,815
-575
61
$531K 0.38%
1,641
62
$529K 0.38%
18,040
-49
63
$517K 0.37%
3,631
-273
64
$514K 0.37%
7,926
-85
65
$502K 0.36%
10,399
-445
66
$458K 0.33%
4,049
+1,299
67
$437K 0.32%
17,352
-290
68
$432K 0.31%
5,000
+19
69
$419K 0.3%
2,355
+455
70
$415K 0.3%
11,384
-172
71
$399K 0.29%
15,244
+60
72
$396K 0.29%
4,771
+1
73
$393K 0.28%
5,589
+3
74
$383K 0.28%
3,035
+62
75
$354K 0.26%
3,479
+25
1 2
3
4 5