HIS
Horizon Investment Services Portfolio holdings
AUM
$228M
This Quarter Return
+8.74%
1 Year Return
+37%
3 Year Return
+144.67%
5 Year Return
+273.82%
10 Year Return
+722.61%
AUM
$224M
AUM Growth
+$224M
(+5.9%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
30.46%
Holding
128
New
25
Increased
41
Reduced
43
Closed
18
Top Buys
| 1 |
Nexstar Media Group
NXST
|
$3.93M |
| 2 |
Synchrony
SYF
|
$3.82M |
| 3 |
JPMorgan Chase
JPM
|
$3.65M |
| 4 |
CELG
Celgene Corp
CELG
|
$3.21M |
| 5 |
Evercore
EVR
|
$3.14M |
Top Sells
| 1 |
Kroger
KR
|
$5.27M |
| 2 |
Preferred Bank
PFBC
|
$4.47M |
| 3 |
IQVIA
IQV
|
$3.57M |
| 4 |
LKQ Corp
LKQ
|
$3.23M |
| 5 |
CATM
Cardtronics plc Class A Ordinary Shares (UK)
CATM
|
$2.64M |
Sector Composition
| 1 | Technology | 22.52% |
| 2 | Consumer Discretionary | 16.56% |
| 3 | Industrials | 12.34% |
| 4 | Financials | 11.63% |
| 5 | Communication Services | 11.3% |