We are live on ! Find out more
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
$3.09B
AUM Growth
-$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
565
New
Increased
Reduced
Closed

Top Buys

1
+$831M
2
+$64.4M
3
+$64.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$56.8M
5
AAPL icon
Apple
AAPL
+$25.5M

Top Sells

1
+$116M
2
+$112M
3
+$87.4M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$78.3M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$63.7M

Sector Composition

1 Technology 3.66%
2 Healthcare 2.91%
3 Financials 2.26%
4 Industrials 1.58%
5 Consumer Staples 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-5,017
477
– –
-4,123
478
– –
-6,488
479
– –
-4,809
480
– –
-1,620
481
– –
-4,775
482
– –
-12,813
483
– –
-965,263
484
– –
-17,924
485
– –
0
486
– –
-697,851
487
– –
-7,420
488
– –
-58,911
489
– –
-11,309
490
– –
-9,021
491
– –
-51,953
492
– –
-49,608
493
– –
-934,232
494
– –
-2,984
495
– –
-82,465
496
– –
-7,492
497
– –
-2,252
498
– –
-640
499
– –
-2,293
500
– –
-9,390
18 19
20
21 22