HIS
Horizon Investment Services Portfolio holdings
AUM
$265M
1-Year Est. Return
49.49%
1 Year Est. Return
+49.49%
AUM
$228M
AUM Growth
+$22.4M
(+11%)
Holding
130
Top Buys
| 1 | +$2.74M | |
| 2 | +$2.38M | |
| 3 | +$1.96M | |
| 4 |
Exelixis
EXEL
|
+$1.42M |
| 5 |
Amphenol
APH
|
+$1.03M |
Top Sells
| 1 | +$5.43M | |
| 2 | +$1.96M | |
| 3 | +$1.58M | |
| 4 |
Globus Medical
GMED
|
+$1.05M |
| 5 |
EOG Resources
EOG
|
+$1.02M |
Sector Composition
| 1 | Technology | 25.01% |
| 2 | Financials | 14.77% |
| 3 | Communication Services | 13.84% |
| 4 | Industrials | 6.51% |
| 5 | Healthcare | 5.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Fiserv
FI
$34.3B
| – | – |
-24,610
|
|
||
127
Evergy
EVRG
$17.7B
| – | – |
-4,302
|
|
||
|
128
EOG Resources
EOG
$59.7B
| – | – |
-7,921
|
|
||
129
DocuSign
DOCU
$13.8B
| – | – |
-24,024
|
|
||
|
ARIS
130
DELISTED
Aris Water Solutions
ARIS
| – | – |
-13,269
|
|