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
$235M
AUM Growth
+$1.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$1.7M
3
+$1.26M
4
DIS icon
Walt Disney
DIS
+$1.2M
5
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.13M

Top Sells

1
+$4.76M
2
+$2.45M
3
+$2.34M
4
UHS icon
Universal Health Services
UHS
+$2.27M
5
ELV icon
Elevance Health
ELV
+$2.13M

Sector Composition

1 Technology 26.71%
2 Financials 14.34%
3 Communication Services 13.22%
4 Industrials 8.64%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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139
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140
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141
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6