HI

Horizon Investments Portfolio holdings

AUM $7.89B
1-Year Est. Return 24.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.67%
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
+$191M
2
+$157M
3
+$84.6M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$64.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$59.6M

Top Sells

1
+$221M
2
+$142M
3
+$130M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$91M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$90.9M

Sector Composition

1 Financials 3.22%
2 Healthcare 3.08%
3 Technology 2.54%
4 Industrials 2.17%
5 Communication Services 1.97%
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
$241K 0.01%
+5,365
479
$241K 0.01%
1,565
480
$240K 0.01%
3,272
-339
481
$238K 0.01%
1,596
-517
482
$238K 0.01%
+6,621
483
$237K 0.01%
2,247
+111
484
$237K 0.01%
+2,020
485
$235K 0.01%
4,931
486
$235K 0.01%
+6,585
487
$234K 0.01%
+3,001
488
$233K 0.01%
+9,306
489
$231K 0.01%
291
-45
490
$230K 0.01%
+7,049
491
$229K 0.01%
877
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492
$225K 0.01%
+7,606
493
$224K 0.01%
+2,383
494
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495
$221K 0.01%
4,278
496
$220K 0.01%
5,532
497
$219K 0.01%
1,560
-186
498
$219K 0.01%
+1,509
499
$217K 0.01%
+2,759
500
$216K 0.01%
1,407
-24,874
18 19
20
21 22