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HI
Horizon Investments Portfolio holdings
AUM
$8.92B
1-Year Est. Return
25.62%
This Fund
S&P 500
1 Year Est. Return
+25.62%
AUM
$8.92B
AUM Growth
+$1.03B
(+13%)
Holding
1,503
Top Buys
| 1 | +$186M | |
| 2 | +$104M | |
| 3 | +$84.8M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$69M |
| 5 |
Apple
AAPL
|
+$66.7M |
Top Sells
| 1 | +$48.1M | |
| 2 | +$47.6M | |
| 3 | +$24.5M | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$22.6M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
StoneX
SNEX
$10.9B
| $3.56M | 0.04% |
44,132
+10,883
|
|
||
352
Otis Worldwide
OTIS
$27.5B
| $3.54M | 0.04% |
45,973
+18,980
|
|
||
|
EXE
353
Expand Energy Corp
EXE
$21.2B
| $3.54M | 0.04% |
32,216
+2,097
|
|
||
354
Onto Innovation
ONTO
$15.7B
| $3.54M | 0.04% |
17,242
+8,369
|
|
||
355
American Homes 4 Rent
AMH
$11.7B
| $3.5M | 0.04% |
125,475
+51,422
|
|
||
356
Rio Tinto
RIO
$155B
| $3.46M | 0.04% |
37,109
+19,033
|
|
||
357
Deere & Co
DE
$160B
| $3.42M | 0.04% |
6,079
+1,084
|
|
||
358
Realty Income
O
$57.4B
| $3.41M | 0.04% |
55,946
+41,330
|
|
||
359
Fastenal
FAST
$52.4B
| $3.4M | 0.04% |
73,631
+20,212
|
|
||
360
UMB Financial
UMBF
$10.6B
| $3.39M | 0.04% |
30,063
+28,724
|
|
||
361
Mercury Insurance
MCY
$5.9B
| $3.39M | 0.04% |
38,454
+15,500
|
|
||
362
CubeSmart
CUBE
$9.25B
| $3.37M | 0.04% |
93,199
+89,079
|
|
||
363
Southern Copper
SCCO
$149B
| $3.36M | 0.04% |
20,049
+6,088
|
|
||
364
Cincinnati Financial
CINF
$27.2B
| $3.28M | 0.04% |
20,850
+13,377
|
|
||
365
Cboe Global Markets
CBOE
$26.9B
| $3.27M | 0.04% |
11,650
-59
|
|
||
366
Selective Insurance
SIGI
$5.65B
| $3.26M | 0.04% |
43,280
+8,340
|
|
||
367
HSBC
HSBC
$328B
| $3.26M | 0.04% |
39,512
+20,564
|
|
||
368
Burlington
BURL
$20.9B
| $3.25M | 0.04% |
9,975
+9,247
|
|
||
|
BCPC
369
Balchem Corp
BCPC
$5.33B
| $3.21M | 0.04% |
18,943
+5,797
|
|
||
370
Enact Holdings
ACT
$6.05B
| $3.19M | 0.04% |
78,258
+7,992
|
|
||
371
Vertiv
VRT
$122B
| $3.19M | 0.04% |
12,739
+9,313
|
|
||
372
Interactive Brokers
IBKR
$42.2B
| $3.17M | 0.04% |
47,256
-7,166
|
|
||
373
Magnolia Oil & Gas
MGY
$4.96B
| $3.15M | 0.04% |
100,482
+98,010
|
|
||
374
Valero Energy
VLO
$72.4B
| $3.15M | 0.04% |
12,732
+535
|
|
||
375
CrowdStrike
CRWD
$173B
| $3.14M | 0.04% |
8,039
+1,071
|
|