HI

Horizon Investments Portfolio holdings

AUM $7.89B
1-Year Est. Return 24.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.67%
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
+$191M
2
+$157M
3
+$84.6M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$64.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$59.6M

Top Sells

1
+$221M
2
+$142M
3
+$130M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.9M

Sector Composition

1 Financials 3.22%
2 Healthcare 3.08%
3 Technology 2.54%
4 Industrials 2.17%
5 Communication Services 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$332K 0.01%
5,228
+531
377
$331K 0.01%
878
+83
378
$331K 0.01%
2,185
+526
379
$327K 0.01%
16,999
380
$324K 0.01%
6,184
+1,300
381
$324K 0.01%
3,078
382
$324K 0.01%
+19,351
383
$323K 0.01%
+10,067
384
$320K 0.01%
6,986
-14
385
$320K 0.01%
3,460
+900
386
$320K 0.01%
2,117
+712
387
$320K 0.01%
3,652
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388
$318K 0.01%
9,920
+2,353
389
$317K 0.01%
1,052
+275
390
$316K 0.01%
19,937
+3,583
391
$315K 0.01%
9,218
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392
$315K 0.01%
10,366
393
$310K 0.01%
4,638
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394
$308K 0.01%
870
-55
395
$306K 0.01%
+6,403
396
$306K 0.01%
23,333
+3,896
397
$306K 0.01%
14,902
+4,071
398
$304K 0.01%
+2,849
399
$304K 0.01%
16,891
+6,193
400
$304K 0.01%
1,604
+522
14 15
16
17 18