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
$204M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.98M
2 +$2.76M
3 +$2.01M
4
SEM icon
Select Medical
SEM
+$1.68M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.51M

Top Sells

1 +$3.08M
2 +$2.82M
3 +$2.18M
4
EA icon
Electronic Arts
EA
+$1.95M
5
AEIS icon
Advanced Energy
AEIS
+$1.79M

Sector Composition

1 Technology 26%
2 Industrials 11.02%
3 Financials 9.59%
4 Healthcare 9.56%
5 Communication Services 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,067