HI

Horizon Investments Portfolio holdings

AUM $7.61B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$111M
3
+$111M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$77.6M
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$56.3M

Top Sells

1
+$207M
2
+$171M
3
+$69.2M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$55.5M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$50M

Sector Composition

1 Technology 1.03%
2 Industrials 0.99%
3 Financials 0.95%
4 Healthcare 0.93%
5 Utilities 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
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