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HI
Horizon Investments Portfolio holdings
AUM
$8.92B
1-Year Est. Return
25.62%
This Fund
S&P 500
1 Year Est. Return
+25.62%
AUM
$8.92B
AUM Growth
+$1.03B
(+13%)
Holding
1,503
Top Buys
| 1 | +$186M | |
| 2 | +$104M | |
| 3 | +$84.8M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$69M |
| 5 |
Apple
AAPL
|
+$66.7M |
Top Sells
| 1 | +$48.1M | |
| 2 | +$47.6M | |
| 3 | +$24.5M | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$22.6M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$22.3M |
Sector Composition
| 1 | Technology | 14.62% |
| 2 | Financials | 6.58% |
| 3 | Industrials | 5.84% |
| 4 | Healthcare | 5.13% |
| 5 | Consumer Discretionary | 4.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Applied Materials
AMAT
$465B
| $28.1M | 0.32% |
82,320
-129
|
|
||
52
Visa
V
$625B
| $27.8M | 0.31% |
92,228
+12,633
|
|
||
53
Mastercard
MA
$431B
| $27M | 0.3% |
54,047
+5,659
|
|
||
54
Alphabet (Google) Class C
GOOG
$4.22T
| $26.9M | 0.3% |
93,673
+13,422
|
|
||
55
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.1B
| $26.8M | 0.3% |
1,586,460
+42,728
|
|
||
56
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.18B
| $26.7M | 0.3% |
677,572
-170,172
|
|
||
57
Lam Research
LRCX
$464B
| $25.9M | 0.29% |
121,136
+1,258
|
|
||
58
Netflix
NFLX
$307B
| $25.6M | 0.29% |
266,728
-4,785
|
|
||
59
Advanced Micro Devices
AMD
$848B
| $25.5M | 0.29% |
125,418
+51,389
|
|
||
60
iShares MSCI Japan ETF
EWJ
$22.3B
| $24.6M | 0.28% |
291,595
+5,794
|
|
||
61
Coca-Cola
KO
$346B
| $24.5M | 0.27% |
322,227
+38,161
|
|
||
62
JPMorgan BetaBuilders Europe ETF
BBEU
$8.94B
| $24.5M | 0.27% |
338,169
+4,919
|
|
||
63
Analog Devices
ADI
$198B
| $23.5M | 0.26% |
73,798
+28,818
|
|
||
64
State Street SPDR S&P Regional Banking ETF
KRE
$4.45B
| $23.4M | 0.26% |
359,670
+7,045
|
|
||
65
Newmont
NEM
$104B
| $23.3M | 0.26% |
215,119
-9,745
|
|
||
66
Williams Companies
WMB
$92.7B
| $22.5M | 0.25% |
309,295
+118,253
|
|
||
67
Philip Morris
PM
$278B
| $22.5M | 0.25% |
136,138
+25,429
|
|
||
68
AT&T
T
$158B
| $22.4M | 0.25% |
781,961
+68,610
|
|
||
69
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
$1.11B
| $21.6M | 0.24% |
121,394
+41,822
|
|
||
70
Home Depot
HD
$324B
| $21.6M | 0.24% |
65,727
+2,308
|
|
||
71
GE Vernova
GEV
$278B
| $21.5M | 0.24% |
24,650
+616
|
|
||
72
Linde
LIN
$237B
| $21.4M | 0.24% |
43,176
+16,818
|
|
||
73
McDonald's
MCD
$193B
| $20.6M | 0.23% |
66,373
+9,525
|
|
||
74
ConocoPhillips
COP
$134B
| $20.4M | 0.23% |
155,946
+34,330
|
|
||
75
Vanguard Mid-Cap ETF
VO
$104B
| $20.2M | 0.23% |
1,127,424
+586,660
|
|