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
76
$476K 0.22%
5,502
-1,416
77
$469K 0.22%
+11,858
78
$465K 0.22%
+6,014
79
$452K 0.21%
3,001
-75
80
$419K 0.2%
2,935
+90
81
$389K 0.18%
7,790
+150
82
$386K 0.18%
+4,730
83
$386K 0.18%
4,748
-1,662
84
$385K 0.18%
3,796
-153
85
$369K 0.17%
3,203
86
$356K 0.17%
+3,870
87
$342K 0.16%
3,411
-1,147
88
$339K 0.16%
2,902
+26
89
$334K 0.16%
11,598
-57
90
$332K 0.16%
3,110
+1
91
$314K 0.15%
3,653
+148
92
$307K 0.14%
1,863
-50
93
$307K 0.14%
1,208
94
$300K 0.14%
+5,539
95
$295K 0.14%
7,912
+57
96
$284K 0.13%
3,622
97
$280K 0.13%
1,695
-45
98
$278K 0.13%
508
99
$273K 0.13%
1,498
100
$255K 0.12%
1,260
2 3
4
5 6