HIS

Horizon Investment Services Portfolio holdings

AUM $228M
1-Year Est. Return 37%
This Quarter Est. Return
1 Year Est. Return
+37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.82M
3
+$3.65M
4
CELG
Celgene Corp
CELG
+$3.21M
5
EVR icon
Evercore
EVR
+$3.14M

Top Sells

1
+$5.27M
2
+$4.47M
3
+$3.57M
4
LKQ icon
LKQ Corp
LKQ
+$3.23M
5
CATM
Cardtronics plc Class A Ordinary Shares (UK)
CATM
+$2.64M

Sector Composition

1 Technology 22.52%
2 Consumer Discretionary 16.56%
3 Industrials 12.34%
4 Financials 11.63%
5 Communication Services 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 1.67%
89,566
+1,048
27
$3.68M 1.65%
16,052
+373
28
$3.64M 1.63%
46,775
+40,359
29
$3.56M 1.59%
28,913
-1,641
30
$3.43M 1.53%
160,713
+34,901
31
$3.36M 1.5%
36,448
+193
32
$3.21M 1.44%
41,783
-1,338
33
$3.21M 1.43%
+25,771
34
$3.1M 1.39%
11,352
-397
35
$3.01M 1.35%
90,454
-1,466
36
$2.53M 1.13%
54,928
+4,838
37
$2.47M 1.1%
17,608
-179
38
$2.28M 1.02%
38,240
+23,075
39
$2.05M 0.92%
127,023
+41,693
40
$2M 0.89%
110,156
+30
41
$1.99M 0.89%
+72,946
42
$1.99M 0.89%
+126,075
43
$1.88M 0.84%
16,586
+754
44
$1.46M 0.65%
20,011
+11,899
45
$1.43M 0.64%
+20,847
46
$1.42M 0.63%
34,180
-2,180
47
$1.18M 0.53%
21,710
-1,018
48
$1.09M 0.49%
20,682
-300
49
$1.01M 0.45%
+12,323
50
$975K 0.44%
11,809
+263
1
2
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