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
751
$1.47K ﹤0.01%
+9
752
$1.46K ﹤0.01%
27
753
$1.45K ﹤0.01%
15
754
$1.44K ﹤0.01%
18
-1,028
755
$1.44K ﹤0.01%
29
756
$1.43K ﹤0.01%
+40
757
$1.43K ﹤0.01%
5
758
$1.42K ﹤0.01%
216
-46
759
$1.42K ﹤0.01%
53
760
$1.42K ﹤0.01%
+17
761
$1.41K ﹤0.01%
+8
762
$1.41K ﹤0.01%
10
763
$1.38K ﹤0.01%
8
764
$1.38K ﹤0.01%
12
-7
765
$1.37K ﹤0.01%
58
766
$1.37K ﹤0.01%
+18
767
$1.36K ﹤0.01%
38
-3
768
$1.32K ﹤0.01%
20
769
$1.31K ﹤0.01%
+8
770
$1.31K ﹤0.01%
+25
771
$1.31K ﹤0.01%
+13
772
$1.3K ﹤0.01%
25
773
$1.29K ﹤0.01%
+8
774
$1.29K ﹤0.01%
9
775
$1.29K ﹤0.01%
+18
29 30
31
32 33