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HI

Horizon Investments Portfolio holdings

AUM $8.92B
1-Year Est. Return 25.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.92B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,503
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$104M
3
+$84.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$69M
5
AAPL icon
Apple
AAPL
+$66.7M

Top Sells

1
+$48.1M
2
+$47.6M
3
+$24.5M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$22.6M
5
HYLB icon
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
SKY icon
726
Champion Homes
SKY
$4.84B
$789K 0.01%
10,606
-6,422
BKH icon
727
Black Hills Corp
BKH
$5.68B
$788K 0.01%
11,355
-23,168
SKYW icon
728
Skywest
SKYW
$3.84B
$779K 0.01%
8,482
-5,555
SMTC icon
729
Semtech
SMTC
$14.8B
$778K 0.01%
10,119
-3,358
HBTA
730
Horizon Expedition Plus ETF
HBTA
$149M
$778K 0.01%
29,034
+10,214
MHK icon
731
Mohawk Industries
MHK
$7.26B
$775K 0.01%
7,867
+7,804
PAHC icon
732
Phibro Animal Health
PAHC
$1.27B
$774K 0.01%
13,990
-1,418
INVX
733
Innovex International
INVX
$1.76B
$772K 0.01%
31,651
+3,511
STE icon
734
Steris
STE
$20.2B
$771K 0.01%
3,485
-8,425
ZBH icon
735
Zimmer Biomet
ZBH
$17.5B
$768K 0.01%
8,496
+118
ETSY icon
736
Etsy
ETSY
$7.4B
$763K 0.01%
+15,257
CXW icon
737
CoreCivic
CXW
$2.95B
$760K 0.01%
+40,195
MD icon
738
Pediatrix Medical
MD
$1.99B
$757K 0.01%
35,411
-10,436
WST icon
739
West Pharmaceutical
WST
$24B
$757K 0.01%
3,024
+74
PFG icon
740
Principal Financial Group
PFG
$23B
$756K 0.01%
8,391
+3,524
LPG icon
741
Dorian LPG
LPG
$1.71B
$755K 0.01%
+22,066
CRI icon
742
Carter's
CRI
$1.6B
$747K 0.01%
20,898
+20,794
ADEA icon
743
Adeia
ADEA
$3.32B
$745K 0.01%
31,021
-17,410
LCII icon
744
LCI Industries
LCII
$2.29B
$743K 0.01%
6,041
-709
BAP icon
745
Credicorp
BAP
$29.9B
$741K 0.01%
+2,186
VTI icon
746
Vanguard Total Stock Market ETF
VTI
$645B
$741K 0.01%
2,310
+1,155
ZD icon
747
Ziff Davis
ZD
$1.77B
$739K 0.01%
17,617
-136
NVST icon
748
Envista
NVST
$4.24B
$739K 0.01%
+29,127
TMP icon
749
Tompkins Financial
TMP
$1.34B
$738K 0.01%
9,356
+877
LEN icon
750
Lennar Class A
LEN
$22.9B
$737K 0.01%
8,532
+199
28 29
30
31 32