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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
$3.22B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$56.8M
3
+$30.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25.2M
5
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$21.2M

Top Sells

1
+$105M
2
+$60.9M
3
+$48.5M
4
DVY icon
iShares Select Dividend ETF
DVY
+$40.2M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$27M

Sector Composition

1 Technology 3.93%
2 Healthcare 3.03%
3 Financials 2.52%
4 Consumer Discretionary 1.75%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$177K 0.01%
14,743
-19,802
477
$167K 0.01%
+23,407
478
$84K ﹤0.01%
+11,964
479
– –
-1,772
480
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-10,861
481
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-7,976
482
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-11,706
483
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-2,894
484
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485
– –
-3,652
486
– –
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487
– –
-5,988
488
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489
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490
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-8,128
491
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-5,050
492
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-306,160
493
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-202,309
494
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495
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496
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0
497
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499
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500
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-4,650
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