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
$165M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$2.6M
3 +$2.35M
4
SSNC icon
SS&C Technologies
SSNC
+$1.96M
5
IGTE
IGATE CORPORATION
IGTE
+$1.93M

Top Sells

1 +$2.74M
2 +$2.21M
3 +$2.1M
4
HRI icon
Herc Holdings
HRI
+$2.09M
5
AX icon
Axos Financial
AX
+$2.09M

Sector Composition

1 Financials 19.21%
2 Technology 17.67%
3 Consumer Discretionary 15.42%
4 Industrials 12.7%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,579
127
-8,316
128
-8,345