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
$212M
AUM Growth
+$7.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.73M
3
+$2.72M
4
APP icon
Applovin
APP
+$2.4M
5
NEE icon
NextEra Energy
NEE
+$1.92M

Top Sells

1
+$3.39M
2
+$3.28M
3
+$3.06M
4
PSX icon
Phillips 66
PSX
+$2.74M
5
AKAM icon
Akamai
AKAM
+$2.24M

Sector Composition

1 Technology 34.06%
2 Industrials 11.71%
3 Financials 8.56%
4 Communication Services 8.11%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.26%
29,437
-5,538
27
$2.67M 1.26%
4,898
+21
28
$2.56M 1.21%
21,648
-825
29
$2.5M 1.18%
24,307
-2,498
30
$2.45M 1.15%
7,406
+1,092
31
$2.4M 1.13%
33,913
+27,066
32
$2.4M 1.13%
+28,821
33
$2.39M 1.13%
4,413
+100
34
$2.27M 1.07%
18,073
-2,683
35
$2.19M 1.03%
554
+43
36
$2.16M 1.02%
4,236
-872
37
$2.01M 0.95%
6,593
-758
38
$1.99M 0.94%
16,834
-442
39
$1.95M 0.92%
33,886
-38
40
$1.89M 0.89%
+8,171
41
$1.68M 0.79%
9,145
-15
42
$1.66M 0.78%
1,836
43
$1.65M 0.78%
12,777
-3,424
44
$1.51M 0.71%
55,074
-762
45
$1.5M 0.71%
22,180
+240
46
$1.48M 0.7%
2,681
-114
47
$1.45M 0.68%
30,430
-7,840
48
$1.3M 0.61%
16,957
49
$1.24M 0.58%
12,085
+2,375
50
$1.13M 0.53%
15,832
1
2
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