HI
Horizon Investments Portfolio holdings
AUM
$6.31B
This Quarter Return
+5.39%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$3.36B
AUM Growth
+$3.36B
(+24%)
Cap. Flow
+$521M
Cap. Flow
% of AUM
15.51%
Top 10 Holdings %
Top 10 Hldgs %
46.74%
Holding
499
New
70
Increased
242
Reduced
136
Closed
45
Top Buys
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$125M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$101M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$53.7M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$52.1M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$46.8M |
Sector Composition
| 1 | Technology | 3.85% |
| 2 | Healthcare | 2.76% |
| 3 | Industrials | 2.34% |
| 4 | Financials | 1.99% |
| 5 | Communication Services | 1.76% |
