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
$609M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$8.86M
3
+$5.82M
4
ROP icon
Roper Technologies
ROP
+$5.03M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$4.41M

Top Sells

1
+$8.49M
2
+$6.82M
3
+$5.42M
4
PII icon
Polaris
PII
+$4.96M
5
CSCO icon
Cisco
CSCO
+$4.13M

Sector Composition

1 Consumer Discretionary 28.99%
2 Technology 21.7%
3 Financials 20.87%
4 Communication Services 12.74%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-624
52
– –
-6,852
53
– –
-8,976
54
– –
-12,680
55
– –
-5,481
1 2
3