HIS

Horizon Investment Services Portfolio holdings

AUM $265M
1-Year Est. Return 49.49%
This Quarter Est. Return
1 Year Est. Return
+49.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.5M
2
+$2.31M
3
+$1.8M
4
DOCU icon
DocuSign
DOCU
+$1.52M
5
DIS icon
Walt Disney
DIS
+$1.49M

Top Sells

1
+$4.63M
2
+$3.5M
3
+$3.05M
4
APP icon
Applovin
APP
+$2.92M
5
BAC icon
Bank of America
BAC
+$2.6M

Sector Composition

1 Technology 23.2%
2 Financials 16.49%
3 Communication Services 12.97%
4 Industrials 5.49%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.21%
+13,269
77
$413K 0.2%
+4,100
78
$380K 0.18%
10,304
-2,767
79
$379K 0.18%
+3,473
80
$360K 0.17%
1,911
-20
81
$350K 0.17%
1,426
-25
82
$348K 0.17%
2,043
-85
83
$340K 0.17%
604
84
$337K 0.16%
4,122
85
$337K 0.16%
2,759
-52
86
$329K 0.16%
2,730
-405
87
$328K 0.16%
3,734
+198
88
$325K 0.16%
4,585
+347
89
$323K 0.16%
3,093
90
$309K 0.15%
11,266
-18,084
91
$298K 0.14%
+6,077
92
$297K 0.14%
4,302
+63
93
$283K 0.14%
3,612
+88
94
$282K 0.14%
+2,891
95
$278K 0.14%
1,494
-4
96
$266K 0.13%
+8,050
97
$266K 0.13%
+6,305
98
$258K 0.13%
1,230
-70
99
$256K 0.12%
1,706
-91
100
$237K 0.12%
775
-20
2 3
4
5 6