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
76
$465K 0.21%
14,480
77
$453K 0.2%
9,063
-2,186
78
$451K 0.2%
6,587
+2,172
79
$451K 0.2%
5,222
+2,261
80
$438K 0.2%
5,593
-1,050
81
$428K 0.19%
3,258
+1,088
82
$393K 0.18%
4,787
+20
83
$384K 0.17%
3,080
-345
84
$342K 0.15%
+2,903
85
$323K 0.14%
3,685
-1,000
86
$321K 0.14%
14,671
-5,889
87
$319K 0.14%
+6,682
88
$312K 0.14%
23,730
+5,113
89
$305K 0.14%
2,969
+95
90
$298K 0.13%
+4,630
91
$293K 0.13%
+3,294
92
$290K 0.13%
8,567
-2,035
93
$285K 0.13%
+2,905
94
$282K 0.13%
11,832
-5,095
95
$280K 0.13%
7,431
+482
96
$273K 0.12%
3,789
-1,344
97
$273K 0.12%
+4,333
98
$270K 0.12%
+5,498
99
$267K 0.12%
9,890
-3,734
100
$257K 0.11%
5,262
-911
2 3
4
5 6