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
$126M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$3.49M
3
+$3.34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.31M
5
AFL icon
Aflac
AFL
+$3.18M

Top Sells

No sells this quarter

Sector Composition

1 Financials 24.06%
2 Technology 15.81%
3 Industrials 13.4%
4 Consumer Discretionary 11.71%
5 Healthcare 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.2%
+2,567
77
$241K 0.19%
+7,660
78
$241K 0.19%
+346
79
$236K 0.19%
+8,575
80
$233K 0.18%
+8,922
81
$230K 0.18%
+10,463
82
$226K 0.18%
+6,518
83
$225K 0.18%
+2,664
84
$223K 0.18%
+7,764
85
$221K 0.18%
+2,872
86
$214K 0.17%
+8,558
87
$213K 0.17%
+7,832
88
$211K 0.17%
+8,382
89
$210K 0.17%
+5,207
90
$210K 0.17%
+1,470
91
$208K 0.17%
+6,100
92
$207K 0.16%
+3,250
1 2 3
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