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
$3.29B
AUM Growth
-$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
827
New
Increased
Reduced
Closed

Top Buys

1
+$73.8M
2
+$35.5M
3
+$35.3M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.8M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$30.9M

Top Sells

1
+$71.8M
2
+$70.7M
3
+$60.6M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$46.9M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$36.8M

Sector Composition

1 Technology 4.82%
2 Healthcare 2.58%
3 Financials 2.56%
4 Consumer Discretionary 1.61%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$311K 0.01%
1,219
402
$308K 0.01%
10,054
+5
403
$307K 0.01%
1,676
+23
404
$306K 0.01%
352
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405
$303K 0.01%
7,460
-520
406
$301K 0.01%
3,307
+803
407
$300K 0.01%
1,434
-24
408
$300K 0.01%
2,814
-112
409
$298K 0.01%
50
+10
410
$296K 0.01%
2,779
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411
$295K 0.01%
3,404
-5,686
412
$295K 0.01%
1,473
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413
$295K 0.01%
2,329
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414
$294K 0.01%
3,332
+2,127
415
$292K 0.01%
1,980
+27
416
$289K 0.01%
10,678
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417
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4,169
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418
$288K 0.01%
8,357
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419
$286K 0.01%
2,883
+233
420
$285K 0.01%
4,321
+14
421
$282K 0.01%
1,440
-2,351
422
$281K 0.01%
1,945
+24
423
$280K 0.01%
686
-29
424
$277K 0.01%
4,711
+64
425
$277K 0.01%
3,005
+71
15 16
17
18 19