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
$222M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.33M
3
+$4.01M
4
DXC icon
DXC Technology
DXC
+$3.36M
5
INTC icon
Intel
INTC
+$2.83M

Top Sells

1
+$6.82M
2
+$6.27M
3
+$5.26M
4
LOW icon
Lowe's Companies
LOW
+$5M
5
VMW
VMware, Inc
VMW
+$4.5M

Sector Composition

1 Technology 20.87%
2 Financials 18.89%
3 Consumer Discretionary 18.72%
4 Industrials 8.4%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$868K 0.39%
19,605
+174
52
$864K 0.39%
+30,023
53
$857K 0.39%
19,291
-699
54
$843K 0.38%
21,850
+10,240
55
$798K 0.36%
13,543
+64
56
$796K 0.36%
+29,048
57
$785K 0.35%
32,825
+426
58
$762K 0.34%
12,148
+179
59
$761K 0.34%
8,565
+118
60
$759K 0.34%
16,766
+209
61
$747K 0.34%
+69,787
62
$719K 0.32%
12,922
+90
63
$717K 0.32%
14,278
+1,708
64
$715K 0.32%
8,939
-102
65
$703K 0.32%
8,521
+62
66
$691K 0.31%
6,159
+3
67
$638K 0.29%
32,177
+725
68
$629K 0.28%
9,879
+958
69
$603K 0.27%
8,143
+248
70
$602K 0.27%
7,675
-170
71
$599K 0.27%
4,078
+58
72
$546K 0.25%
9,109
-531
73
$533K 0.24%
4,767
-288
74
$516K 0.23%
6,085
+23
75
$462K 0.21%
5,992
-10
1 2
3
4 5