HI
Horizon Investments Portfolio holdings
AUM
$6.31B
1-Year Return
17.93%
This Quarter Return
-8.72%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$3.09B
AUM Growth
-$425M
(-12%)
Cap. Flow
+$36M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
56.94%
Holding
565
New
52
Increased
119
Reduced
285
Closed
106
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$830M |
| 2 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$64.1M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$63.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$52.1M |
| 5 |
Apple
AAPL
|
$23M |
Top Sells
Sector Composition
| 1 | Technology | 3.66% |
| 2 | Healthcare | 2.91% |
| 3 | Financials | 2.26% |
| 4 | Industrials | 1.58% |
| 5 | Consumer Staples | 1.53% |
