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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
$8.92B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,503
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$104M
3
+$84.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$69M
5
AAPL icon
Apple
AAPL
+$66.7M

Top Sells

1
+$48.1M
2
+$47.6M
3
+$24.5M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.6M
5
HYLB icon
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
NVR icon
426
NVR
NVR
$18.4B
$2.49M 0.03%
378
-25
MWA icon
427
Mueller Water Products
MWA
$4.17B
$2.48M 0.03%
90,305
+20,566
HL icon
428
Hecla Mining
HL
$9.75B
$2.47M 0.03%
132,521
+121,186
LDOS icon
429
Leidos
LDOS
$13.2B
$2.47M 0.03%
15,868
-198
EW icon
430
Edwards Lifesciences
EW
$51.7B
$2.46M 0.03%
30,717
+8,774
APP icon
431
Applovin
APP
$155B
$2.44M 0.03%
6,131
+228
FTDR icon
432
Frontdoor
FTDR
$5.24B
$2.43M 0.03%
45,964
+22,045
CSX icon
433
CSX Corp
CSX
$86.1B
$2.42M 0.03%
58,917
-22,084
SPY icon
434
State Street SPDR S&P 500 ETF Trust
SPY
$762B
$2.42M 0.03%
3,714
+1,618
SNA icon
435
Snap-on
SNA
$20.4B
$2.41M 0.03%
6,647
-987
ES icon
436
Eversource Energy
ES
$26.7B
$2.41M 0.03%
34,726
-8,541
RUSHA icon
437
Rush Enterprises Class A
RUSHA
$5.57B
$2.4M 0.03%
36,268
+4,553
VLTO icon
438
Veralto
VLTO
$21.3B
$2.38M 0.03%
26,970
-2,378
NXPI icon
439
NXP Semiconductors
NXPI
$74.4B
$2.38M 0.03%
12,088
+1,108
FHI icon
440
Federated Hermes
FHI
$4.34B
$2.38M 0.03%
42,210
+11,620
BUD icon
441
AB InBev
BUD
$164B
$2.37M 0.03%
34,602
+18,603
EFV icon
442
iShares MSCI EAFE Value ETF
EFV
$23.9B
$2.36M 0.03%
31,712
+15,149
GSK icon
443
GSK
GSK
$103B
$2.34M 0.03%
42,478
+22,417
ENVA icon
444
Enova International
ENVA
$5.38B
$2.34M 0.03%
17,215
+3,523
KR icon
445
Kroger
KR
$35.6B
$2.31M 0.03%
31,894
-14,485
NJR icon
446
New Jersey Resources
NJR
$5.7B
$2.31M 0.03%
41,982
+39,819
UPS icon
447
United Parcel Service
UPS
$89.6B
$2.3M 0.03%
23,392
+1,409
BR icon
448
Broadridge
BR
$16.2B
$2.3M 0.03%
14,132
+1,046
MPC icon
449
Marathon Petroleum
MPC
$71.7B
$2.3M 0.03%
9,403
-1,540
FFIV icon
450
F5
FFIV
$21.8B
$2.28M 0.03%
7,877
+932
16 17
18
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