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
$343M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$80.6M
2
+$68.7M
3
+$39.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 0.64%
2 Technology 0.46%
3 Consumer Staples 0.44%
4 Industrials 0.41%
5 Financials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$305K 0.09%
+6,300
52
$226K 0.07%
+55
53
$151K 0.04%
+10,688
54
$112K 0.03%
+11,860
55
$87K 0.03%
+11,439
56
$81K 0.02%
+13,860
57
$74K 0.02%
+394
58
$64K 0.02%
+10,208
1 2
3