HI
Horizon Investments Portfolio holdings
AUM
$6.31B
1-Year Return
17.93%
This Quarter Return
+22.04%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$87.9M
AUM Growth
-$2.72B
(-97%)
Cap. Flow
-$2.72B
Cap. Flow
% of AUM
-3,099.6%
Top 10 Holdings %
Top 10 Hldgs %
38.8%
Holding
416
New
31
Increased
41
Reduced
15
Closed
325
Top Buys
| 1 |
Goldman Sachs
GS
|
+$2.51M |
| 2 |
DuPont de Nemours
DD
|
+$2.43M |
| 3 |
Spectrum Brands
SPB
|
+$2.05M |
| 4 |
Steel Dynamics
STLD
|
+$1.77M |
| 5 |
Sun Life Financial
SLF
|
+$1.74M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$242M |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$237M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$150M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$121M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$120M |
Sector Composition
| 1 | Technology | 18.1% |
| 2 | Industrials | 16.6% |
| 3 | Financials | 13.85% |
| 4 | Consumer Staples | 10.92% |
| 5 | Healthcare | 8.11% |
