HIS
Horizon Investment Services Portfolio holdings
AUM
$228M
This Quarter Return
+4.04%
1 Year Return
+37%
3 Year Return
+144.67%
5 Year Return
+273.82%
10 Year Return
+722.61%
AUM
$224M
AUM Growth
+$224M
(-0.12%)
Cap. Flow
-$6.71M
Cap. Flow
% of AUM
-3%
Top 10 Holdings %
Top 10 Hldgs %
32.16%
Holding
126
New
16
Increased
52
Reduced
34
Closed
23
Top Buys
| 1 |
Lowe's Companies
LOW
|
$4.81M |
| 2 |
Royal Caribbean
RCL
|
$4.59M |
| 3 |
JNPR
Juniper Networks
JNPR
|
$3.88M |
| 4 |
Meta Platforms (Facebook)
META
|
$3.39M |
| 5 |
ON Semiconductor
ON
|
$3.31M |
Top Sells
| 1 |
Foot Locker
FL
|
$5.66M |
| 2 |
FedEx
FDX
|
$5.12M |
| 3 |
F5
FFIV
|
$4.61M |
| 4 |
Nexstar Media Group
NXST
|
$3.93M |
| 5 |
Synchrony
SYF
|
$3.82M |
Sector Composition
| 1 | Technology | 25.38% |
| 2 | Consumer Discretionary | 18.9% |
| 3 | Financials | 11.39% |
| 4 | Communication Services | 10.64% |
| 5 | Industrials | 10% |