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
$164M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.65M
3
+$1.49M
4
HOLX icon
Hologic
HOLX
+$1.41M
5
CHTR icon
Charter Communications
CHTR
+$1.27M

Top Sells

1
+$2.51M
2
+$1.96M
3
+$1.71M
4
KL
Kirkland Lake Gold Ltd Ordinary
KL
+$1.59M
5
CIEN icon
Ciena
CIEN
+$1.36M

Sector Composition

1 Technology 29.81%
2 Healthcare 14.57%
3 Communication Services 11.57%
4 Industrials 7.95%
5 Financials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.33%
6,771
+66
27
$2.08M 1.27%
4,166
-227
28
$2.04M 1.24%
23,364
-590
29
$1.77M 1.08%
8,674
-1,626
30
$1.76M 1.08%
4,718
-120
31
$1.74M 1.06%
29,921
+12,613
32
$1.74M 1.06%
133,040
-920
33
$1.73M 1.05%
22,360
-80
34
$1.65M 1.01%
+46,751
35
$1.49M 0.91%
+24,715
36
$1.43M 0.87%
15,673
-1,242
37
$1.43M 0.87%
16,232
+217
38
$1.41M 0.86%
+19,313
39
$1.36M 0.83%
31,638
-1,709
40
$1.34M 0.82%
6,347
-2,760
41
$1.29M 0.78%
27,237
+3,425
42
$1.28M 0.78%
26,840
-1,312
43
$1.27M 0.77%
+1,920
44
$1.24M 0.75%
15,832
45
$1.21M 0.74%
68,185
-2,290
46
$1.18M 0.72%
29,155
+12,320
47
$1.16M 0.71%
13,280
-200
48
$1.16M 0.71%
11,935
-178
49
$1.1M 0.67%
6,091
-143
50
$902K 0.55%
28,950
+5,059
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2
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