HIS

Horizon Investment Services Portfolio holdings

AUM $265M
1-Year Est. Return 49.49%
This Quarter Est. Return
1 Year Est. Return
+49.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.4M
3
+$3.28M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.18M
5
DD icon
DuPont de Nemours
DD
+$3.15M

Top Sells

1
+$5.42M
2
+$3.56M
3
+$3.47M
4
FITB icon
Fifth Third Bancorp
FITB
+$3.16M
5
V icon
Visa
V
+$2.98M

Sector Composition

1 Industrials 19.95%
2 Technology 17.71%
3 Consumer Discretionary 15.99%
4 Financials 10.59%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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