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
$533M
AUM Growth
-$76.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.72M
3
+$8.47M
4
BR icon
Broadridge
BR
+$7.59M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$7.28M

Top Sells

1
+$6.49M
2
+$5.82M
3
+$3.8M
4
CHRW icon
C.H. Robinson
CHRW
+$3.25M
5
CMG icon
Chipotle Mexican Grill
CMG
+$2.84M

Sector Composition

1 Consumer Discretionary 31.13%
2 Technology 25.19%
3 Financials 18.17%
4 Communication Services 12.59%
5 Industrials 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,337
52
– –
-10,840
53
– –
-62,635
1 2
3