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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
$3.62B
AUM Growth
-$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$42.9M
3
+$41.2M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$32.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$20M

Top Sells

1
+$104M
2
+$95M
3
+$62.6M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$45.7M
5
NVDA icon
NVIDIA
NVDA
+$28.5M

Sector Composition

1 Technology 4.85%
2 Financials 2.31%
3 Healthcare 2.06%
4 Industrials 1.76%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
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-8
852
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-21
853
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854
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-5
855
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-6
856
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857
– –
-21
858
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-20
859
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-22
860
– –
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861
– –
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862
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-9
863
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864
– –
-7,516
865
– –
-6
866
– –
-6
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