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
$166M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.55M
3
+$2M
4
BKNG icon
Booking.com
BKNG
+$1.62M
5
EME icon
Emcor
EME
+$1.26M

Top Sells

1
+$2.9M
2
+$2.31M
3
+$1.76M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$934K
5
LNTH icon
Lantheus
LNTH
+$785K

Sector Composition

1 Technology 32.52%
2 Industrials 12.15%
3 Financials 8.09%
4 Healthcare 7.77%
5 Consumer Discretionary 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$214K 0.13%
4,292
-982
102
$204K 0.12%
+1,212
103
– –
-1,598
104
– –
-11,854
105
– –
-4,089
106
– –
-4,808
107
– –
-4,471
108
– –
-1,432
109
– –
-9,356
110
– –
-7,658
111
– –
-6,952
112
– –
-5,228
113
– –
-3,549
1 2 3 4
5