HI

Horizon Investments Portfolio holdings

AUM $7.61B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.59B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$145M
3
+$117M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$61.9M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$51.2M

Top Sells

1
+$181M
2
+$103M
3
+$80.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$76.3M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$56.3M

Sector Composition

1 Technology 4.07%
2 Financials 2.73%
3 Healthcare 2.53%
4 Consumer Discretionary 2.01%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$225K 0.01%
2,291
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503
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614
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525
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2,140
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19 20
21
22 23