HIS

Horizon Investment Services Portfolio holdings

AUM $265M
1-Year Est. Return 49.49%
This Quarter Est. Return
1 Year Est. Return
+49.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.76M
3
+$2.01M
4
SEM icon
Select Medical
SEM
+$1.68M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.51M

Top Sells

1
+$3.08M
2
+$2.82M
3
+$2.18M
4
EA icon
Electronic Arts
EA
+$1.95M
5
AEIS icon
Advanced Energy
AEIS
+$1.79M

Sector Composition

1 Technology 26%
2 Industrials 11.02%
3 Financials 9.59%
4 Healthcare 9.56%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.25%
10,989
+1,947
27
$2.54M 1.25%
21,781
+969
28
$2.45M 1.2%
16,943
+3,830
29
$2.34M 1.15%
30,192
+1,621
30
$2.27M 1.11%
3,874
-72
31
$2.26M 1.11%
24,888
+3
32
$2.26M 1.11%
9,333
+2,127
33
$2.24M 1.1%
111,840
-120
34
$2.2M 1.08%
42,768
+7,418
35
$2.1M 1.03%
22,612
+1,756
36
$2.08M 1.02%
24,246
+6,452
37
$2.03M 0.99%
4,732
+120
38
$2.01M 0.99%
+40,326
39
$1.81M 0.89%
76,697
+5,826
40
$1.76M 0.86%
16,794
-588
41
$1.69M 0.83%
31,369
+402
42
$1.68M 0.83%
+73,898
43
$1.62M 0.8%
17,047
+4,161
44
$1.51M 0.74%
12,060
-620
45
$1.43M 0.7%
12,620
+1,921
46
$1.27M 0.62%
15,832
47
$1.2M 0.59%
2,256
-5,807
48
$1.15M 0.56%
10,143
+1,328
49
$1.13M 0.55%
11,298
+1,804
50
$1.1M 0.54%
10,401
-550
1
2
3 4 5