HIS
Horizon Investment Services Portfolio holdings
AUM
$228M
This Quarter Return
+8.07%
1 Year Return
+37%
3 Year Return
+144.67%
5 Year Return
+273.82%
10 Year Return
+722.61%
AUM
$204M
AUM Growth
+$204M
(+9.5%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
2.23%
Top 10 Holdings %
Top 10 Hldgs %
36.35%
Holding
126
New
19
Increased
55
Reduced
31
Closed
13
Top Buys
| 1 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$2.98M |
| 2 |
FedEx
FDX
|
$2.76M |
| 3 |
Ally Financial
ALLY
|
$2.01M |
| 4 |
Select Medical
SEM
|
$1.68M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.51M |
Top Sells
| 1 |
Zebra Technologies
ZBRA
|
$3.08M |
| 2 |
Canadian Pacific Kansas City
CP
|
$2.82M |
| 3 |
Trimble
TRMB
|
$2.18M |
| 4 |
Electronic Arts
EA
|
$1.95M |
| 5 |
Advanced Energy
AEIS
|
$1.79M |
Sector Composition
| 1 | Technology | 26% |
| 2 | Industrials | 12.63% |
| 3 | Financials | 9.59% |
| 4 | Healthcare | 9.56% |
| 5 | Communication Services | 9.28% |