HIS
Horizon Investment Services Portfolio holdings
AUM
$278M
1-Year Est. Return
41.24%
This Fund
S&P 500
1 Year Est. Return
+41.24%
AUM
$278M
AUM Growth
+$13M
(+4.9%)
Holding
151
Top Buys
| 1 | +$3.37M | |
| 2 | +$3.06M | |
| 3 | +$2.72M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.81M |
| 5 |
Capital One
COF
|
+$1.58M |
Top Sells
| 1 | +$3.3M | |
| 2 | +$1.51M | |
| 3 | +$1.2M | |
| 4 |
PTC
PTC
|
+$1.13M |
| 5 |
CVSA
Covista Inc.
CVSA
|
+$879K |
Sector Composition
| 1 | Technology | 27.38% |
| 2 | Communication Services | 14.04% |
| 3 | Financials | 13.04% |
| 4 | Industrials | 8.22% |
| 5 | Consumer Discretionary | 4.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Essential Utilities
WTRG
$11.2B
| – | – |
-9,337
|
|