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
526
– –
-6,920
527
– –
-5,581
528
– –
-549
529
– –
-3,811
530
– –
-7,083
531
– –
-1,015
532
– –
-37,261
533
– –
-3,748
534
– –
-6,432
535
– –
-15,549
536
– –
0
537
– –
-735
538
– –
-2,039
539
– –
-1,067
540
– –
-14,380
541
– –
-1,872
542
– –
-729
543
– –
-8,612
544
– –
-5,168
545
– –
-45,835
546
– –
-8,936
547
– –
-7,613
548
– –
-2,820
549
– –
-12,686
550
– –
-8,941
19 20 21
22
23