HIS
Horizon Investment Services Portfolio holdings
AUM
$228M
This Quarter Return
-0.49%
1 Year Return
+37%
3 Year Return
+144.67%
5 Year Return
+273.82%
10 Year Return
+722.61%
AUM
$198M
AUM Growth
-$20.7M
(-9.5%)
Cap. Flow
-$14.7M
Cap. Flow
% of AUM
-7.44%
Top 10 Holdings %
Top 10 Hldgs %
31.16%
Holding
124
New
16
Increased
34
Reduced
53
Closed
19
Top Buys
| 1 |
CTXS
Citrix Systems Inc
CTXS
|
$3.91M |
| 2 |
LKQ Corp
LKQ
|
$3.63M |
| 3 |
Mohawk Industries
MHK
|
$3.31M |
| 4 |
Labcorp
LH
|
$3.14M |
| 5 |
INN
Summit Hotel Properties
INN
|
$2.83M |
Top Sells
| 1 |
C.H. Robinson
CHRW
|
$6.93M |
| 2 |
Jones Lang LaSalle
JLL
|
$4.98M |
| 3 |
Jabil
JBL
|
$3.98M |
| 4 |
Molina Healthcare
MOH
|
$3.26M |
| 5 |
JetBlue
JBLU
|
$2.8M |
Sector Composition
| 1 | Industrials | 16.77% |
| 2 | Technology | 15.87% |
| 3 | Healthcare | 14.72% |
| 4 | Consumer Discretionary | 14.67% |
| 5 | Communication Services | 7.49% |
