HIS
Horizon Investment Services Portfolio holdings
AUM
$228M
This Quarter Return
+13.27%
1 Year Return
+37%
3 Year Return
+144.67%
5 Year Return
+273.82%
10 Year Return
+722.61%
AUM
$147M
AUM Growth
+$147M
(+16%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
7.46%
Top 10 Holdings %
Top 10 Hldgs %
24.63%
Holding
123
New
31
Increased
39
Reduced
35
Closed
17
Top Buys
| 1 |
Cognizant
CTSH
|
$3.33M |
| 2 |
Lear
LEA
|
$3.29M |
| 3 |
Dover
DOV
|
$3.05M |
| 4 |
Schlumberger
SLB
|
$2.88M |
| 5 |
Capital One
COF
|
$2.6M |
Top Sells
| 1 |
Blackrock
BLK
|
$2.68M |
| 2 |
Chevron
CVX
|
$2.47M |
| 3 |
American Express
AXP
|
$2.41M |
| 4 |
Exxon Mobil
XOM
|
$2.26M |
| 5 |
US Bancorp
USB
|
$2.02M |
Sector Composition
| 1 | Financials | 19.11% |
| 2 | Technology | 17.17% |
| 3 | Consumer Discretionary | 14.23% |
| 4 | Industrials | 12.98% |
| 5 | Healthcare | 10.49% |
