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
401
$303K 0.01%
3,410
+258
402
$303K 0.01%
2,900
403
$302K 0.01%
2,454
+783
404
$301K 0.01%
+5,920
405
$301K 0.01%
2,152
406
$299K 0.01%
+3,427
407
$299K 0.01%
+9,396
408
$297K 0.01%
+2,154
409
$297K 0.01%
+13,137
410
$295K 0.01%
+10,079
411
$294K 0.01%
7,913
412
$294K 0.01%
+7,306
413
$292K 0.01%
5,870
414
$291K 0.01%
+5,880
415
$291K 0.01%
+2,637
416
$291K 0.01%
+5,389
417
$288K 0.01%
6,000
418
$287K 0.01%
+5,880
419
$286K 0.01%
+2,696
420
$285K 0.01%
8,089
+1,061
421
$285K 0.01%
+6,411
422
$285K 0.01%
+1,406
423
$284K 0.01%
+16,459
424
$282K 0.01%
+3,305
425
$282K 0.01%
3,438
+821
15 16
17
18 19