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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
$2.18B
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$88M
3
+$86.8M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$81.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$77.6M

Top Sells

1
+$215M
2
+$120M
3
+$72.7M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$61.5M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$55.2M

Sector Composition

1 Technology 2.29%
2 Financials 1.71%
3 Healthcare 1.53%
4 Consumer Staples 1.3%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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