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
101
-10,743
102
-33,069
103
-12,580
104
-4,994
105
-18,504
106
-15,948
107
-759
108
-11,169