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
$127M
AUM Growth
-$64.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$3.37M
2 +$2.67M
3 +$2.25M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.66M
5
MEDP icon
Medpace
MEDP
+$1.41M

Top Sells

1 +$5.06M
2 +$4.98M
3 +$4.42M
4
FDX icon
FedEx
FDX
+$4.18M
5
DHI icon
D.R. Horton
DHI
+$4.1M

Sector Composition

1 Technology 23.86%
2 Healthcare 13.37%
3 Financials 10.97%
4 Utilities 9.64%
5 Communication Services 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,073
102
-13,088
103
-1,096
104
-26,527