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HI

Horizon Investments Portfolio holdings

AUM $8.92B
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.92B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,503
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$104M
3
+$84.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$69M
5
AAPL icon
Apple
AAPL
+$66.7M

Top Sells

1
+$48.1M
2
+$47.6M
3
+$24.5M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.6M
5
HYLB icon
Xtrackers USD High Yield Corporate Bond ETF
HYLB
+$22.3M

Sector Composition

1 Technology 14.62%
2 Financials 6.58%
3 Industrials 5.84%
4 Healthcare 5.13%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLN icon
326
Haleon
HLN
$39.4B
$3.99M 0.04%
404,060
+191,885
CI icon
327
Cigna
CI
$74.9B
$3.98M 0.04%
14,911
+7,849
TKR icon
328
Timken Company
TKR
$9.57B
$3.93M 0.04%
39,071
+19,583
THG icon
329
Hanover Insurance
THG
$7.26B
$3.93M 0.04%
22,655
+543
VOE icon
330
Vanguard Mid-Cap Value ETF
VOE
$22.9B
$3.92M 0.04%
21,256
+10,915
WAB icon
331
Wabtec
WAB
$45.9B
$3.89M 0.04%
15,551
+1,955
EXC icon
332
Exelon
EXC
$47.7B
$3.85M 0.04%
78,442
-6,352
YUM icon
333
Yum! Brands
YUM
$41.8B
$3.83M 0.04%
24,608
-5,259
ADSK icon
334
Autodesk
ADSK
$39.9B
$3.81M 0.04%
15,933
+389
FR icon
335
First Industrial Realty Trust
FR
$8.44B
$3.78M 0.04%
65,418
-2,861
EIX icon
336
Edison International
EIX
$28.1B
$3.75M 0.04%
51,889
+31,717
EWBC icon
337
East-West Bancorp
EWBC
$17.9B
$3.74M 0.04%
35,223
+33,734
TMHC icon
338
Taylor Morrison
TMHC
$6.6B
$3.71M 0.04%
63,778
+3,110
ESNT icon
339
Essent Group
ESNT
$5.51B
$3.7M 0.04%
63,338
+1,368
JXN icon
340
Jackson Financial
JXN
$7.66B
$3.69M 0.04%
34,941
+10,207
VOT icon
341
Vanguard Mid-Cap Growth ETF
VOT
$19.3B
$3.69M 0.04%
14,342
+7,496
BRX icon
342
Brixmor Property Group
BRX
$9.75B
$3.68M 0.04%
129,015
+82,688
SBUX icon
343
Starbucks
SBUX
$115B
$3.67M 0.04%
41,004
+2,533
ITW icon
344
Illinois Tool Works
ITW
$75.3B
$3.67M 0.04%
14,102
+897
NBIX icon
345
Neurocrine Biosciences
NBIX
$16.2B
$3.65M 0.04%
27,735
-27,355
DFSV icon
346
Dimensional US Small Cap Value ETF
DFSV
$7.84B
$3.64M 0.04%
+104,016
MTG icon
347
MGIC Investment
MTG
$5.6B
$3.6M 0.04%
137,796
-5,161
TOPT
348
iShares Top 20 U.S. Stocks ETF
TOPT
$634M
$3.59M 0.04%
125,576
+63,000
EME icon
349
Emcor
EME
$37.3B
$3.59M 0.04%
4,861
+52
CRC icon
350
California Resources
CRC
$4.7B
$3.57M 0.04%
51,527
+10,857
12 13
14
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