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
76
$449K 0.22%
7,522
-126
77
$436K 0.21%
5,334
-26,705
78
$418K 0.21%
+4,409
79
$414K 0.2%
1,804
-110
80
$408K 0.2%
4,112
81
$397K 0.19%
1,720
-9
82
$391K 0.19%
3,543
-68
83
$382K 0.19%
+2,691
84
$378K 0.19%
+7,742
85
$374K 0.18%
12,719
-417
86
$371K 0.18%
5,295
-92
87
$369K 0.18%
7,015
+1,370
88
$353K 0.17%
6,022
+923
89
$347K 0.17%
2,106
+37
90
$340K 0.17%
+6,995
91
$329K 0.16%
6,293
+107
92
$327K 0.16%
760
93
$299K 0.15%
1,320
94
$294K 0.14%
4,866
-13
95
$286K 0.14%
6,087
-66
96
$279K 0.14%
+1,885
97
$275K 0.14%
3,534
+396
98
$274K 0.13%
+3,865
99
$273K 0.13%
1,765
100
$273K 0.13%
+10,836
2 3
4
5 6