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
$224M
AUM Growth
-$275K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$4.59M
3 +$3.88M
4
META icon
Meta Platforms (Facebook)
META
+$3.39M
5
ON icon
ON Semiconductor
ON
+$3.31M

Top Sells

1 +$5.66M
2 +$5.12M
3 +$4.61M
4
NXST icon
Nexstar Media Group
NXST
+$3.93M
5
SYF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,630