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
$191M
AUM Growth
-$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$3.58M
3
+$2.98M
4
SNV icon
Synovus
SNV
+$2.53M
5
DELL icon
Dell
DELL
+$2.2M

Top Sells

1
+$4.93M
2
+$4.32M
3
+$2.65M
4
WAL icon
Western Alliance Bancorporation
WAL
+$2.47M
5
MYRG icon
MYR Group
MYRG
+$2.26M

Sector Composition

1 Technology 28.49%
2 Healthcare 9.85%
3 Communication Services 7.41%
4 Financials 7.37%
5 Industrials 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 1.26%
10,225
-1,654
27
$2.41M 1.26%
50,120
+889
28
$2.2M 1.15%
+43,827
29
$2.13M 1.11%
4,709
-74
30
$2.1M 1.1%
+57,825
31
$2.05M 1.07%
8,848
+78
32
$1.98M 1.04%
+33,467
33
$1.94M 1.02%
30,955
+6,253
34
$1.82M 0.96%
29,525
-436
35
$1.75M 0.92%
+23,458
36
$1.73M 0.91%
32,437
+3,820
37
$1.7M 0.89%
21,369
-255
38
$1.69M 0.89%
15,750
+2,844
39
$1.68M 0.88%
+8,926
40
$1.58M 0.83%
14,652
+201
41
$1.48M 0.78%
15,832
42
$1.38M 0.72%
9,840
-1,060
43
$1.29M 0.68%
+10,471
44
$1.21M 0.63%
28,561
-4,683
45
$1.17M 0.61%
+18,159
46
$1.14M 0.6%
7,591
+29
47
$1.11M 0.58%
+12,117
48
$1.09M 0.57%
12,552
+927
49
$1.07M 0.56%
67,392
+36,212
50
$1.07M 0.56%
19,574
+3,054
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