HI
Horizon Investments Portfolio holdings
AUM
$6.31B
1-Year Return
17.93%
This Quarter Return
+13.99%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$4.06B
AUM Growth
+$2.03B
(+100%)
Cap. Flow
+$1.89B
Cap. Flow
% of AUM
46.6%
Top 10 Holdings %
Top 10 Hldgs %
54.3%
Holding
455
New
152
Increased
237
Reduced
40
Closed
23
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Healthcare | 3.07% |
| 3 | Consumer Staples | 2.38% |
| 4 | Industrials | 2.28% |
| 5 | Communication Services | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
451
Financial Select Sector SPDR Fund
XLF
$53.2B
| – | – |
0
| – | – |
|
452
Technology Select Sector SPDR Fund
XLK
$84.1B
| – | – |
0
| – | – |
|
453
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.6B
| – | – |
0
| – | – |
|
|
TWTR
454
DELISTED
Twitter, Inc.
TWTR
| – | – |
-8,960
| Closed | -$220K |
|
|
RTN
455
DELISTED
Raytheon Company
RTN
| – | – |
-4,208
| Closed | -$552K |
|