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
$6.31B
AUM Growth
+$2.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.18%
2 Financials 8.17%
3 Healthcare 5.59%
4 Consumer Discretionary 5.03%
5 Communication Services 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MGM icon
926
MGM Resorts International
MGM
$9.68B
$121K ﹤0.01%
3,529
+317
AOS icon
927
A.O. Smith
AOS
$9.36B
$121K ﹤0.01%
1,850
+154
LW icon
928
Lamb Weston
LW
$8.33B
$119K ﹤0.01%
2,314
+213
AES icon
929
AES
AES
$9.92B
$118K ﹤0.01%
11,395
+1,184
IVZ icon
930
Invesco
IVZ
$11.2B
$118K ﹤0.01%
7,491
+969
ALB icon
931
Albemarle
ALB
$14B
$117K ﹤0.01%
1,861
+145
BEN icon
932
Franklin Resources
BEN
$12.1B
$116K ﹤0.01%
4,875
+356
IJS icon
933
iShares S&P Small-Cap 600 Value ETF
IJS
$6.69B
$115K ﹤0.01%
1,151
-265
FRT icon
934
Federal Realty Investment Trust
FRT
$8.38B
$113K ﹤0.01%
1,207
+94
APA icon
935
APA Corp
APA
$9.47B
$113K ﹤0.01%
6,278
+677
DOCU icon
936
DocuSign
DOCU
$14.3B
$112K ﹤0.01%
1,443
+73
BND icon
937
Vanguard Total Bond Market
BND
$142B
$111K ﹤0.01%
1,524
+227
ALNY icon
938
Alnylam Pharmaceuticals
ALNY
$61.4B
$111K ﹤0.01%
+340
CPB icon
939
Campbell Soup
CPB
$8.73B
$109K ﹤0.01%
3,604
+410
FOX icon
940
Fox Class B
FOX
$26.7B
$106K ﹤0.01%
2,056
+164
ELF icon
941
e.l.f. Beauty
ELF
$4.87B
$105K ﹤0.01%
847
+85
VTI icon
942
Vanguard Total Stock Market ETF
VTI
$566B
$102K ﹤0.01%
336
CZR icon
943
Caesars Entertainment
CZR
$4.68B
$102K ﹤0.01%
3,596
+485
DVA icon
944
DaVita
DVA
$8.28B
$97.2K ﹤0.01%
682
+51
MHK icon
945
Mohawk Industries
MHK
$6.92B
$92.8K ﹤0.01%
885
+108
SONY icon
946
Sony
SONY
$169B
$88.4K ﹤0.01%
3,397
+407
ENPH icon
947
Enphase Energy
ENPH
$4.04B
$84.7K ﹤0.01%
2,136
+225
SPTL icon
948
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$79.5K ﹤0.01%
2,992
BF.B icon
949
Brown-Forman Class B
BF.B
$14B
$77K ﹤0.01%
2,863
+248
CLH icon
950
Clean Harbors
CLH
$12.6B
$69.6K ﹤0.01%
301
+17