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
$166M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.55M
3
+$2M
4
BKNG icon
Booking.com
BKNG
+$1.62M
5
EME icon
Emcor
EME
+$1.26M

Top Sells

1
+$2.9M
2
+$2.31M
3
+$1.76M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$934K
5
LNTH icon
Lantheus
LNTH
+$785K

Sector Composition

1 Technology 32.52%
2 Industrials 12.15%
3 Financials 8.09%
4 Healthcare 7.77%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 1.3%
19,152
+1,970
27
$2.13M 1.28%
17,721
+1,547
28
$2.09M 1.25%
28,395
-387
29
$2.05M 1.23%
4,714
+92
30
$2M 1.21%
+9,887
31
$1.96M 1.18%
5,644
-58
32
$1.96M 1.18%
44,882
-954
33
$1.95M 1.17%
4,563
+22
34
$1.91M 1.15%
24,418
+784
35
$1.91M 1.15%
32,262
+1,707
36
$1.8M 1.08%
11,035
-511
37
$1.79M 1.08%
39,171
+2,515
38
$1.76M 1.06%
17,385
+1,698
39
$1.72M 1.03%
34,693
+3,667
40
$1.65M 0.99%
7,863
+5,977
41
$1.62M 0.97%
+524
42
$1.58M 0.95%
16,736
+1,723
43
$1.54M 0.92%
3,033
-5,730
44
$1.42M 0.85%
8,531
+3,037
45
$1.4M 0.84%
18,684
-144
46
$1.25M 0.75%
7,314
+5,988
47
$1.22M 0.73%
9,236
48
$1.16M 0.7%
20,103
+2,647
49
$1.15M 0.69%
20,126
+3,710
50
$1.13M 0.68%
16,957
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