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
$2.18B
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$141M
2
+$88M
3
+$86.8M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$81.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$77.6M

Top Sells

1
+$215M
2
+$120M
3
+$72.7M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$61.5M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$55.2M

Sector Composition

1 Technology 2.29%
2 Financials 1.71%
3 Healthcare 1.53%
4 Consumer Staples 1.3%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-10,555
527
– –
-2,278
528
– –
-7,264
529
– –
-7,428
530
– –
-16,321
531
– –
-1,364
532
– –
-613,140
533
– –
-8,616
534
– –
-10,481
535
– –
-1,043
536
– –
-15,733
537
– –
-9,776
538
– –
-2,417
539
– –
-5,084
540
– –
-76,888
541
– –
-3,359
542
– –
-4,913
543
– –
-4,700
544
– –
-16,168
545
– –
-3,450
546
– –
-3,043
547
– –
-7,270
548
– –
-16,489
549
– –
-1,731
550
– –
-705
19 20 21
22
23