HIS

Horizon Investment Services Portfolio holdings

AUM $278M
1-Year Est. Return 41.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.05M
3
+$1.73M
4
EXEL icon
Exelixis
EXEL
+$1.29M
5
EVER icon
EverQuote
EVER
+$978K

Top Sells

1
+$5.43M
2
+$1.96M
3
+$1.58M
4
GMED icon
Globus Medical
GMED
+$1.05M
5
ACIW icon
ACI Worldwide
ACIW
+$1.03M

Sector Composition

1 Technology 25.01%
2 Financials 14.77%
3 Communication Services 13.84%
4 Industrials 6.51%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.45%
26,745
+298
27
$3.3M 1.45%
34,896
-4,015
28
$3.28M 1.44%
14,209
+145
29
$3.26M 1.43%
13,668
-1,684
30
$2.74M 1.2%
+11,847
31
$2.73M 1.2%
28,470
+2,231
32
$2.38M 1.04%
+8,276
33
$2.3M 1.01%
8,918
+1,219
34
$2.15M 0.94%
11,730
-114
35
$2.02M 0.88%
15,359
-969
36
$1.96M 0.86%
+21,049
37
$1.74M 0.76%
9,826
-81
38
$1.73M 0.76%
15,368
+1,885
39
$1.57M 0.69%
19,582
-1,641
40
$1.44M 0.63%
16,957
41
$1.42M 0.62%
+32,163
42
$1.41M 0.62%
27,062
+12,596
43
$1.29M 0.57%
40,433
-974
44
$1.24M 0.54%
15,894
-4,808
45
$1.19M 0.52%
7,703
-2,130
46
$1.12M 0.49%
51,550
+1,555
47
$1.12M 0.49%
5,308
-561
48
$1.11M 0.48%
1,418
-17
49
$1.09M 0.48%
11,456
-537
50
$1.05M 0.46%
3,365
-148
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2
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