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
$208M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$5.02M
2 +$4.45M
3 +$4.19M
4
BANC icon
Banc of California
BANC
+$1.53M
5
CDW icon
CDW
CDW
+$1.24M

Top Sells

1 +$7.42M
2 +$5.94M
3 +$5.65M
4
SHPG
Shire pic
SHPG
+$5.53M
5
URI icon
United Rentals
URI
+$5.42M

Sector Composition

1 Healthcare 16.66%
2 Industrials 16.58%
3 Technology 16.18%
4 Consumer Discretionary 12.16%
5 Financials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-56,920
127
-5,184
128
-84,335
129
-124,646
130
-58,220
131
-40,960
132
-3,123
133
-13,223
134
-22,889
135
-12,775
136
-9,957