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
$3.48B
AUM Growth
+$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$70.5M
2
+$57.7M
3
+$54.8M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$49.3M
5
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$44M

Top Sells

1
+$277M
2
+$68.7M
3
+$38.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$37.8M
5
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$21.7M

Sector Composition

1 Technology 4.1%
2 Healthcare 3.44%
3 Financials 3.18%
4 Consumer Staples 1.85%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
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