HIS

Horizon Investment Services Portfolio holdings

AUM $278M
1-Year Est. Return 41.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.24%
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
+$2.11M
2
+$1.75M
3
+$1.65M
4
DHR icon
Danaher
DHR
+$1.27M
5
ESQ icon
Esquire Financial Holdings
ESQ
+$950K

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
101
– –
-18,504
102
– –
-15,948
103
– –
-11,169
104
– –
-10,135
105
– –
-8,352
106
– –
-65,272
107
– –
-18,980
108
– –
-759
1 2 3 4
5