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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
KHC icon
876
Kraft Heinz
KHC
$27.2B
$467K 0.01%
20,771
+2,280
FIW icon
877
First Trust Water ETF
FIW
$1.82B
$466K 0.01%
4,522
+1,925
TTD icon
878
Trade Desk
TTD
$8.32B
$466K 0.01%
20,523
+392
AKAM icon
879
Akamai
AKAM
$17.4B
$459K 0.01%
4,000
+595
ON icon
880
ON Semiconductor
ON
$45B
$455K 0.01%
7,343
+430
RJF icon
881
Raymond James Financial
RJF
$30.2B
$442K 0.01%
3,066
+115
BBY icon
882
Best Buy
BBY
$16.4B
$420K ﹤0.01%
6,548
+1,641
MAS icon
883
Masco
MAS
$15.7B
$420K ﹤0.01%
6,951
+1,576
FIS icon
884
Fidelity National Information Services
FIS
$20B
$419K ﹤0.01%
8,927
+469
XPO icon
885
XPO
XPO
$23.1B
$415K ﹤0.01%
2,135
+1,567
HUM icon
886
Humana
HUM
$43.4B
$406K ﹤0.01%
2,339
+103
CLX icon
887
Clorox
CLX
$11.5B
$405K ﹤0.01%
3,959
+592
IVE icon
888
iShares S&P 500 Value ETF
IVE
$47.5B
$399K ﹤0.01%
1,892
+946
DHS icon
889
WisdomTree US High Dividend Fund
DHS
$1.49B
$395K ﹤0.01%
3,634
+1,817
EL icon
890
Estee Lauder
EL
$30.1B
$395K ﹤0.01%
5,504
+338
HAS icon
891
Hasbro
HAS
$11.8B
$393K ﹤0.01%
4,198
+456
ALB icon
892
Albemarle
ALB
$17.4B
$390K ﹤0.01%
2,175
-78,850
HBAN icon
893
Huntington Bancshares
HBAN
$35.6B
$386K ﹤0.01%
24,693
-402,975
LUV icon
894
Southwest Airlines
LUV
$24.9B
$385K ﹤0.01%
10,253
+735
NU icon
895
Nu Holdings
NU
$60.6B
$379K ﹤0.01%
26,388
+8,742
AVY icon
896
Avery Dennison
AVY
$12.5B
$377K ﹤0.01%
2,185
-8,459
EFX icon
897
Equifax
EFX
$18.8B
$376K ﹤0.01%
2,090
+110
IJJ icon
898
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.64B
$376K ﹤0.01%
2,840
+1,419
BND icon
899
Vanguard Total Bond Market
BND
$158B
$376K ﹤0.01%
5,144
+2,572
EG icon
900
Everest Group
EG
$13.7B
$375K ﹤0.01%
1,148
+87
34 35
36
37 38