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
$212M
AUM Growth
+$7.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.73M
3
+$2.72M
4
APP icon
Applovin
APP
+$2.4M
5
NEE icon
NextEra Energy
NEE
+$1.92M

Top Sells

1
+$3.39M
2
+$3.28M
3
+$3.06M
4
PSX icon
Phillips 66
PSX
+$2.74M
5
AKAM icon
Akamai
AKAM
+$2.24M

Sector Composition

1 Technology 34.06%
2 Industrials 11.71%
3 Financials 8.56%
4 Communication Services 8.11%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.51%
5,220
-20
52
$977K 0.46%
13,557
-175
53
$922K 0.43%
6,430
+2,471
54
$919K 0.43%
4,754
+139
55
$880K 0.42%
8,135
-2,566
56
$840K 0.4%
+41,530
57
$793K 0.37%
2,118
+109
58
$773K 0.36%
21,419
-200
59
$756K 0.36%
14,751
+5
60
$725K 0.34%
8,281
-28
61
$720K 0.34%
15,085
+8,555
62
$709K 0.33%
8,247
-664
63
$704K 0.33%
+11,200
64
$700K 0.33%
776
-3,635
65
$689K 0.32%
4,293
-30
66
$665K 0.31%
31,734
+5,013
67
$656K 0.31%
5,532
-295
68
$638K 0.3%
+18,742
69
$617K 0.29%
19,157
-363
70
$609K 0.29%
23,478
-1,902
71
$600K 0.28%
3,034
-55
72
$588K 0.28%
2,196
+533
73
$533K 0.25%
13,612
-360
74
$495K 0.23%
6,361
-378
75
$480K 0.23%
4,786
-29
1 2
3
4 5