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
$236M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.84M
3
+$3.23M
4
CTSH icon
Cognizant
CTSH
+$3.1M
5
CC icon
Chemours
CC
+$3.09M

Top Sells

1
+$4.86M
2
+$3.88M
3
+$3.6M
4
COMM icon
CommScope
COMM
+$3.29M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$3.05M

Sector Composition

1 Technology 22.56%
2 Consumer Discretionary 19.57%
3 Financials 12.55%
4 Industrials 10.93%
5 Healthcare 9.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.98M 1.69%
16,066
+7
27
$3.92M 1.66%
48,849
+42
28
$3.84M 1.63%
+33,695
29
$3.82M 1.62%
22,381
-80
30
$3.76M 1.59%
127,515
-12,588
31
$3.23M 1.37%
+14,322
32
$3.1M 1.32%
+42,806
33
$3.09M 1.31%
+61,141
34
$3.08M 1.31%
+23,765
35
$2.71M 1.15%
112,297
+2
36
$2.5M 1.06%
30,897
-1,186
37
$2.25M 0.95%
+42,898
38
$2.14M 0.91%
108,135
-2,734
39
$2.1M 0.89%
39,462
+1,930
40
$1.7M 0.72%
91,772
+1,986
41
$1.54M 0.65%
32,020
-1,220
42
$1.52M 0.64%
+69,835
43
$1.46M 0.62%
+16,468
44
$1.44M 0.61%
39,228
+1,924
45
$1.37M 0.58%
+49,050
46
$1.19M 0.51%
21,640
47
$1.17M 0.49%
14,034
-50
48
$1.08M 0.46%
+11,400
49
$1.05M 0.45%
15,944
+60
50
$1.03M 0.44%
+13,550
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