HIS
Horizon Investment Services Portfolio holdings
AUM
$228M
This Quarter Return
+6.77%
1 Year Return
+37%
3 Year Return
+144.67%
5 Year Return
+273.82%
10 Year Return
+722.61%
AUM
$197M
AUM Growth
+$197M
(-0.36%)
Cap. Flow
-$8.89M
Cap. Flow
% of AUM
-4.51%
Top 10 Holdings %
Top 10 Hldgs %
32.57%
Holding
119
New
14
Increased
45
Reduced
43
Closed
14
Top Buys
| 1 |
Amgen
AMGN
|
$4.65M |
| 2 |
EQM
EQM Midstream Partners, LP
EQM
|
$2.9M |
| 3 |
McKesson
MCK
|
$2.82M |
| 4 |
Zions Bancorporation
ZION
|
$2.55M |
| 5 |
Preferred Bank
PFBC
|
$2.52M |
Top Sells
| 1 |
Skyworks Solutions
SWKS
|
$4.85M |
| 2 |
Banc of California
BANC
|
$4.54M |
| 3 |
Gilead Sciences
GILD
|
$4.52M |
| 4 |
Robert Half
RHI
|
$4.19M |
| 5 |
Selective Insurance
SIGI
|
$3.95M |
Sector Composition
| 1 | Consumer Discretionary | 18.76% |
| 2 | Healthcare | 16.09% |
| 3 | Technology | 15.18% |
| 4 | Industrials | 13.81% |
| 5 | Communication Services | 7.38% |
