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
301
$472K 0.02%
+6,286
302
$469K 0.02%
3,530
+1,124
303
$466K 0.02%
5,054
+614
304
$465K 0.02%
3,731
+1,216
305
$463K 0.02%
3,198
306
$460K 0.02%
10,556
+3,274
307
$451K 0.02%
+13,950
308
$451K 0.02%
+4,247
309
$450K 0.02%
18,642
+6,570
310
$450K 0.02%
7,470
+3,680
311
$447K 0.02%
12,205
+3,349
312
$441K 0.02%
+3,075
313
$440K 0.02%
4,619
+1,356
314
$438K 0.02%
+4,967
315
$437K 0.02%
25,077
+13,668
316
$437K 0.02%
+5,081
317
$435K 0.02%
5,705
+2,268
318
$432K 0.02%
+14,040
319
$431K 0.02%
769
+234
320
$430K 0.02%
5,701
+2,278
321
$430K 0.02%
4,186
+1,564
322
$428K 0.02%
6,214
+2,362
323
$428K 0.02%
2,473
+860
324
$428K 0.02%
3,109
+1,315
325
$424K 0.02%
32,062
+14,944
11 12
13
14 15