We are live on ! Find out more
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
$2.18B
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$88M
3
+$86.8M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$81.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$77.6M

Top Sells

1
+$215M
2
+$120M
3
+$72.7M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$61.5M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$55.2M

Sector Composition

1 Technology 2.29%
2 Financials 1.71%
3 Healthcare 1.53%
4 Consumer Staples 1.3%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-1,056
402
– –
-9,288
403
– –
-5,130
404
– –
-5,482
405
– –
-1,959
406
– –
-1,995
407
– –
-2,858
408
– –
-13,168
409
– –
-5,339
410
– –
-2,324
411
– –
-10,943
412
– –
-1,021
413
– –
-2,744
414
– –
-3,330
415
– –
-125,101
416
– –
-117,477
417
– –
-7,018
418
– –
-1,530
419
– –
-8,602
420
– –
-5,004
421
– –
-8,781
422
– –
-2,894
423
– –
-2,066
424
– –
-1,342
425
– –
-13,551
15 16
17
18 19