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
$206M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.31M
3
+$1.8M
4
DOCU icon
DocuSign
DOCU
+$1.52M
5
DIS icon
Walt Disney
DIS
+$1.49M

Top Sells

1
+$4.63M
2
+$3.5M
3
+$3.05M
4
APP icon
Applovin
APP
+$2.92M
5
BAC icon
Bank of America
BAC
+$2.6M

Sector Composition

1 Technology 23.2%
2 Financials 16.49%
3 Communication Services 12.97%
4 Industrials 5.49%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 1.42%
38,911
+5,522
27
$2.78M 1.35%
603
-5
28
$2.63M 1.28%
26,239
+7,682
29
$2.61M 1.27%
26,447
+15,066
30
$2.24M 1.09%
6,960
+158
31
$2.1M 1.02%
16,328
-678
32
$1.96M 0.95%
24,024
+18,701
33
$1.84M 0.89%
3,513
-287
34
$1.72M 0.84%
7,699
+656
35
$1.72M 0.83%
11,844
-24,105
36
$1.59M 0.77%
14,064
-2,266
37
$1.58M 0.77%
62,108
+26,932
38
$1.55M 0.75%
9,907
+609
39
$1.52M 0.74%
21,223
-897
40
$1.48M 0.72%
26,973
-3,028
41
$1.4M 0.68%
16,957
42
$1.35M 0.65%
9,833
+1,805
43
$1.25M 0.61%
13,483
+143
44
$1.22M 0.59%
41,407
+17,670
45
$1.21M 0.59%
49,995
+10,471
46
$1.19M 0.58%
20,702
+2,939
47
$1.19M 0.58%
1,435
-9
48
$1.1M 0.54%
11,993
+3,758
49
$1.06M 0.51%
2,126
-206
50
$1.05M 0.51%
+14,335
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2
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