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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
$3.59B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1
+$157M
2
+$138M
3
+$104M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$57.5M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$48.3M

Top Sells

1
+$166M
2
+$96.8M
3
+$75.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$69.8M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$53.8M

Sector Composition

1 Technology 4.07%
2 Financials 2.73%
3 Healthcare 2.53%
4 Consumer Discretionary 2.01%
5 Industrials 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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846
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848
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