HIS

Horizon Investment Services Portfolio holdings

AUM $278M
1-Year Est. Return 41.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+41.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.05M
3
+$1.73M
4
EXEL icon
Exelixis
EXEL
+$1.29M
5
EVER icon
EverQuote
EVER
+$978K

Top Sells

1
+$5.43M
2
+$1.96M
3
+$1.58M
4
GMED icon
Globus Medical
GMED
+$1.05M
5
ACIW icon
ACI Worldwide
ACIW
+$1.03M

Sector Composition

1 Technology 25.01%
2 Financials 14.77%
3 Communication Services 13.84%
4 Industrials 6.51%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.18%
3,279
-821
77
$414K 0.18%
1,426
78
$395K 0.17%
3,791
+318
79
$382K 0.17%
2,398
+355
80
$375K 0.16%
604
81
$371K 0.16%
1,911
82
$368K 0.16%
4,122
83
$367K 0.16%
905
-1,221
84
$362K 0.16%
3,706
-28
85
$338K 0.15%
3,093
86
$338K 0.15%
1,550
-29
87
$337K 0.15%
12,727
-6,795
88
$334K 0.15%
6,147
-158
89
$331K 0.15%
9,281
-1,023
90
$326K 0.14%
2,760
+1
91
$316K 0.14%
+7,750
92
$301K 0.13%
8,273
+223
93
$294K 0.13%
4,323
-262
94
$293K 0.13%
2,390
-340
95
$289K 0.13%
1,483
-11
96
$288K 0.13%
+2,240
97
$279K 0.12%
+3,673
98
$277K 0.12%
6,027
-20,946
99
$266K 0.12%
269
+19
100
$259K 0.11%
5,784
-293
2 3
4
5 6