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
$2.28B
AUM Growth
+$97.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$196M
2
+$164M
3
+$86.4M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$67M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$60M

Top Sells

1
+$231M
2
+$142M
3
+$136M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$95M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$94.8M

Sector Composition

1 Financials 3.22%
2 Healthcare 3.08%
3 Technology 2.58%
4 Industrials 2.12%
5 Communication Services 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$534K 0.02%
19,812
+2,471
277
$533K 0.02%
+140
278
$532K 0.02%
13,074
+5,364
279
$531K 0.02%
9,087
+5,005
280
$526K 0.02%
2,008
+363
281
$525K 0.02%
+16,050
282
$524K 0.02%
4,699
+1,442
283
$523K 0.02%
+8,484
284
$520K 0.02%
2,921
+1,302
285
$520K 0.02%
2,189
+732
286
$519K 0.02%
2,586
+377
287
$519K 0.02%
3,885
+871
288
$516K 0.02%
+3,731
289
$513K 0.02%
3,295
+1,241
290
$513K 0.02%
10,095
+2,505
291
$512K 0.02%
2,848
+1,182
292
$505K 0.02%
+9,180
293
$498K 0.02%
9,260
+3,044
294
$496K 0.02%
6,756
+1,020
295
$494K 0.02%
10,880
+4,023
296
$493K 0.02%
+9,142
297
$491K 0.02%
2,490
+939
298
$487K 0.02%
4,875
+2,534
299
$484K 0.02%
10,707
+3,824
300
$480K 0.02%
8,077
+3,139
10 11
12
13 14