HCM

Horan Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 30.86%
This Quarter Est. Return
1 Year Est. Return
+30.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.06M
3
+$4.66M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.73M
5
PII icon
Polaris
PII
+$2.83M

Top Sells

1
+$4.76M
2
+$3.96M
3
+$1.89M
4
ADP icon
Automatic Data Processing
ADP
+$1.8M
5
MCD icon
McDonald's
MCD
+$1.3M

Sector Composition

1 Financials 25.17%
2 Technology 15.3%
3 Healthcare 13.27%
4 Consumer Discretionary 11.44%
5 Industrials 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.22%
7,146
-245
52
$916K 0.21%
+5,466
53
$900K 0.21%
+6,131
54
$899K 0.2%
+7,933
55
$846K 0.19%
+26,963
56
$801K 0.18%
16,208
-1,599
57
$773K 0.18%
+9,397
58
$767K 0.17%
11,256
-85
59
$738K 0.17%
+6,845
60
$705K 0.16%
+10,718
61
$557K 0.13%
+8,954
62
$531K 0.12%
+4,838
63
$500K 0.11%
+8,977
64
$473K 0.11%
1,994
-116
65
$440K 0.1%
+4,506
66
$437K 0.1%
+1,636
67
$416K 0.09%
15,321
-918
68
$335K 0.08%
+4,813
69
$331K 0.08%
+1,876
70
$261K 0.06%
+17,720
71
$232K 0.05%
+5,014
72
$204K 0.05%
+5,195
73
$176K 0.04%
+2,552
74
$175K 0.04%
+8,893
75
$165K 0.04%
+9,040
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