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
$150M
AUM Growth
+$3.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.72M
3 +$2.64M
4
LPLA icon
LPL Financial
LPLA
+$1.96M
5
AKAM icon
Akamai
AKAM
+$1.79M

Top Sells

1 +$3.93M
2 +$3.36M
3 +$2.78M
4
CSX icon
CSX Corp
CSX
+$2.73M
5
SSNC icon
SS&C Technologies
SSNC
+$2.3M

Sector Composition

1 Technology 26.26%
2 Healthcare 11.86%
3 Financials 11.23%
4 Communication Services 9.99%
5 Industrials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-39,978
102
-11,542
103
-8,420
104
-73,061
105
-9,450
106
-6,881