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
76
$165K 0.04%
+1,189
77
$157K 0.04%
+1,237
78
$154K 0.04%
1,912
79
$145K 0.03%
+1,004
80
$115K 0.03%
+485
81
$109K 0.02%
682
82
– –
-161,216
83
– –
-30,008
84
– –
-3,074
85
– –
-9,466
86
– –
-2,417
87
– –
-6,707
88
– –
-8,519
89
– –
-10,000
1 2 3
4