HIS

Horizon Investment Services Portfolio holdings

AUM $228M
1-Year Est. Return 37%
This Quarter Est. Return
1 Year Est. Return
+37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$4.96M
2 +$4.33M
3 +$4.01M
4
DXC icon
DXC Technology
DXC
+$3.36M
5
INTC icon
Intel
INTC
+$2.83M

Top Sells

1 +$6.82M
2 +$6.27M
3 +$5.26M
4
LOW icon
Lowe's Companies
LOW
+$5M
5
VMW
VMware, Inc
VMW
+$4.5M

Sector Composition

1 Technology 20.87%
2 Financials 18.89%
3 Consumer Discretionary 18.72%
4 Industrials 8.4%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$41K 0.02%
1,903
-999
102
-2,243
103
-4,939
104
-90,218
105
-8,667
106
-26,794
107
-81,869
108
-53,784
109
-14,736
110
-8,518
111
-17,789
112
-8,416
113
-960
114
-35,909
115
-23,824
116
-9,445
117
-1,214