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
476
$243K 0.01%
5,066
+146
477
$242K 0.01%
2,221
+285
478
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+5,365
479
$241K 0.01%
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480
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-339
481
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482
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+6,621
483
$237K 0.01%
2,247
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484
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+2,020
485
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486
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487
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488
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489
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490
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491
$229K 0.01%
877
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492
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493
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494
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495
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496
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1,560
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498
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499
$217K 0.01%
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500
$216K 0.01%
1,407
-24,874
18 19
20
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