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
$204M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.76M
3
+$2.01M
4
SEM icon
Select Medical
SEM
+$1.68M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.51M

Top Sells

1
+$3.08M
2
+$2.82M
3
+$2.18M
4
EA icon
Electronic Arts
EA
+$1.95M
5
AEIS icon
Advanced Energy
AEIS
+$1.79M

Sector Composition

1 Technology 26%
2 Industrials 11.02%
3 Financials 9.59%
4 Healthcare 9.56%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.53%
19,361
+2,093
52
$1.02M 0.5%
7,566
+3,303
53
$979K 0.48%
5,568
-163
54
$970K 0.48%
21,938
+8,625
55
$960K 0.47%
9,430
+1,451
56
$959K 0.47%
6,822
+1,477
57
$943K 0.46%
9,551
+214
58
$852K 0.42%
21,746
+2,158
59
$738K 0.36%
12,189
+1,180
60
$712K 0.35%
9,710
-11,874
61
$709K 0.35%
+8,284
62
$675K 0.33%
12,307
+1,438
63
$662K 0.33%
4,812
+1,113
64
$644K 0.32%
28,617
+13,760
65
$626K 0.31%
2,184
+300
66
$606K 0.3%
+3,403
67
$582K 0.29%
22,021
68
$581K 0.29%
12,551
+2,735
69
$573K 0.28%
7,726
+620
70
$557K 0.27%
3,240
-40
71
$507K 0.25%
3,550
+112
72
$492K 0.24%
3,545
+498
73
$483K 0.24%
32,458
+4,858
74
$478K 0.23%
2,045
-14
75
$455K 0.22%
3,373
+745
1 2
3
4 5