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
$224M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.82M
3
+$3.65M
4
CELG
Celgene Corp
CELG
+$3.21M
5
EVR icon
Evercore
EVR
+$3.14M

Top Sells

1
+$5.27M
2
+$4.47M
3
+$3.57M
4
LKQ icon
LKQ Corp
LKQ
+$3.23M
5
CATM
Cardtronics plc Class A Ordinary Shares (UK)
CATM
+$2.64M

Sector Composition

1 Technology 22.52%
2 Consumer Discretionary 16.56%
3 Industrials 12.34%
4 Financials 11.63%
5 Communication Services 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$928K 0.41%
18,789
+152
52
$880K 0.39%
11,143
+264
53
$868K 0.39%
14,814
+767
54
$848K 0.38%
10,461
+773
55
$838K 0.37%
+42,581
56
$791K 0.35%
25,088
-58,650
57
$786K 0.35%
17,446
-388
58
$774K 0.35%
9,376
-716
59
$768K 0.34%
15,918
-779
60
$717K 0.32%
+24,549
61
$716K 0.32%
16,118
-1,199
62
$697K 0.31%
15,709
+559
63
$680K 0.3%
17,890
+1,222
64
$675K 0.3%
8,470
-400
65
$668K 0.3%
+11,360
66
$606K 0.27%
+7,607
67
$583K 0.26%
214,200
-38,000
68
$580K 0.26%
5,152
+1
69
$574K 0.26%
8,783
+2,547
70
$531K 0.24%
6,765
-10,747
71
$504K 0.23%
54,813
-3,114
72
$504K 0.23%
6,485
+2,507
73
$485K 0.22%
12,331
+5,951
74
$475K 0.21%
+7,825
75
$471K 0.21%
4,923
+1,735
1 2
3
4 5