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
$152M
AUM Growth
+$1.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$2.13M
3 +$1.45M
4
CVS icon
CVS Health
CVS
+$1.43M
5
TTGT icon
TechTarget
TTGT
+$732K

Top Sells

1 +$2.86M
2 +$1.88M
3 +$1.26M
4
FN icon
Fabrinet
FN
+$1.14M
5
LRCX icon
Lam Research
LRCX
+$1.1M

Sector Composition

1 Technology 30.1%
2 Healthcare 15.12%
3 Financials 10.93%
4 Communication Services 9.37%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-959
102
-24,104
103
-7,085
104
-21,844
105
-10,400
106
-15,406
107
-8,242
108
-2,197
109
-10,541