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
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.82M
3
+$3.65M
4
CELG
Celgene Corp
CELG
+$3.21M
5
EVR icon
Evercore
EVR
+$3.14M

Top Sells

1
+$5.27M
2
+$4.47M
3
+$3.57M
4
LKQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.74M 4.35%
122,211
+5,260
2
$7.76M 3.47%
604,550
-18,320
3
$7.32M 3.27%
203,828
-10,128
4
$7.04M 3.14%
49,709
-5,312
5
$6.4M 2.86%
170,311
-10,659
6
$6.33M 2.83%
68,582
-6,280
7
$6.05M 2.7%
155,571
+2,070
8
$5.97M 2.67%
97,293
-200
9
$5.9M 2.64%
102,202
-11,446
10
$5.66M 2.53%
75,692
-2,122
11
$5.29M 2.36%
98,387
-11,512
12
$5.17M 2.31%
123,144
-7,036
13
$5.12M 2.29%
26,227
-279
14
$5.01M 2.24%
72,227
+5,745
15
$5M 2.23%
52,018
+77
16
$4.88M 2.18%
82,766
+7,801
17
$4.77M 2.13%
29,081
+56
18
$4.71M 2.1%
132,196
-1,600
19
$4.61M 2.06%
32,335
+874
20
$4.49M 2.01%
105,980
-860
21
$4.04M 1.81%
46,027
+41,547
22
$3.99M 1.78%
47,863
-13,979
23
$3.93M 1.75%
+55,970
24
$3.82M 1.71%
+111,461
25
$3.8M 1.7%
109,989
+31,245
1
2 3 4 5