HI
Horizon Investments Portfolio holdings
AUM
$6.31B
This Quarter Return
+0.36%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$905M
AUM Growth
+$905M
(+8.3%)
Cap. Flow
+$73.4M
Cap. Flow
% of AUM
8.1%
Top 10 Holdings %
Top 10 Hldgs %
75.79%
Holding
147
New
33
Increased
56
Reduced
19
Closed
37
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$91.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
$73.6M |
| 3 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$43.5M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$30.6M |
| 5 |
SPDR S&P Bank ETF
KBE
|
$29.8M |
Top Sells
| 1 |
iShares MSCI ACWI ex US ETF
ACWX
|
$69.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$48.3M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$42.7M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$21.4M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$16.2M |
Sector Composition
| 1 | Industrials | 0.93% |
| 2 | Technology | 0.77% |
| 3 | Healthcare | 0.64% |
| 4 | Energy | 0.63% |
| 5 | Consumer Discretionary | 0.41% |
