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
426
$282K 0.01%
+4,479
427
$279K 0.01%
13,681
428
$278K 0.01%
+1,353
429
$277K 0.01%
14,919
+4,214
430
$277K 0.01%
+2,076
431
$276K 0.01%
9,471
+2,142
432
$275K 0.01%
3,035
+899
433
$274K 0.01%
+10,032
434
$272K 0.01%
+14,704
435
$272K 0.01%
+4,718
436
$271K 0.01%
10,999
-26
437
$271K 0.01%
+23,661
438
$269K 0.01%
+4,288
439
$269K 0.01%
1,740
+25
440
$269K 0.01%
+1,623
441
$269K 0.01%
+7,123
442
$268K 0.01%
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443
$267K 0.01%
3,852
-1,320
444
$266K 0.01%
+4,002
445
$265K 0.01%
7,325
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446
$265K 0.01%
+8,782
447
$264K 0.01%
24,391
+4,466
448
$264K 0.01%
17,802
449
$264K 0.01%
2,261
+295
450
$262K 0.01%
+5,620
16 17
18
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