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
$3.36B
AUM Growth
-$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$158M
2
+$51.8M
3
+$31.3M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$23.1M
5
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$12.1M

Top Sells

1
+$184M
2
+$77.2M
3
+$37.7M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$23.1M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$23M

Sector Composition

1 Technology 7.4%
2 Financials 3.22%
3 Healthcare 2.85%
4 Industrials 2.31%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2.76K ﹤0.01%
31
-2
702
$2.69K ﹤0.01%
20
703
$2.67K ﹤0.01%
68
704
$2.56K ﹤0.01%
9
705
$2.44K ﹤0.01%
66
706
$2.41K ﹤0.01%
43
+1
707
$2.36K ﹤0.01%
26
+6
708
$2.33K ﹤0.01%
23
709
$2.31K ﹤0.01%
+31
710
$2.22K ﹤0.01%
7
711
$2.17K ﹤0.01%
28
712
$2.12K ﹤0.01%
+64
713
$2.01K ﹤0.01%
34
714
$1.99K ﹤0.01%
16
-68
715
$1.94K ﹤0.01%
13
716
$1.89K ﹤0.01%
72
717
$1.89K ﹤0.01%
40
718
$1.85K ﹤0.01%
49
719
$1.85K ﹤0.01%
57
+6
720
$1.84K ﹤0.01%
+19
721
$1.83K ﹤0.01%
5
722
$1.83K ﹤0.01%
38
723
$1.79K ﹤0.01%
17
724
$1.78K ﹤0.01%
11
725
$1.76K ﹤0.01%
35
27 28
29
30 31