HI
Horizon Investments Portfolio holdings
AUM
$6.31B
1-Year Return
17.93%
This Quarter Return
+9.23%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$3.81B
AUM Growth
+$217M
(+6%)
Cap. Flow
-$41.6M
Cap. Flow
% of AUM
-1.09%
Top 10 Holdings %
Top 10 Hldgs %
55.59%
Holding
872
New
65
Increased
471
Reduced
239
Closed
64
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$77.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$57.9M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$50.9M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$49.9M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$45.1M |
Top Sells
Sector Composition
| 1 | Technology | 4.88% |
| 2 | Financials | 2.9% |
| 3 | Healthcare | 2.56% |
| 4 | Consumer Discretionary | 2.06% |
| 5 | Communication Services | 1.69% |
