We are live on ! Find out more
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
TMUS icon
76
T-Mobile US
TMUS
$200B
$19.8M 0.22%
94,095
+21,664
GILD icon
77
Gilead Sciences
GILD
$155B
$19.8M 0.22%
141,760
+9,445
TJX icon
78
TJX Companies
TJX
$182B
$19.7M 0.22%
123,559
+15,039
AR icon
79
Antero Resources
AR
$10.7B
$19.6M 0.22%
462,253
+91,214
ABBV icon
80
AbbVie
ABBV
$415B
$19.3M 0.22%
89,420
-50,221
JMBS icon
81
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.83B
$18.9M 0.21%
419,377
-131,823
APD icon
82
Air Products & Chemicals
APD
$62.9B
$18.7M 0.21%
64,942
+48,265
ORCL icon
83
Oracle
ORCL
$475B
$18.7M 0.21%
127,651
-9,087
PEP icon
84
PepsiCo
PEP
$194B
$18.2M 0.2%
117,082
+28,896
FCX icon
85
Freeport-McMoran
FCX
$92.6B
$18M 0.2%
307,705
+34,468
GD icon
86
General Dynamics
GD
$94.7B
$17.5M 0.2%
51,098
+7,773
JPIE icon
87
JPMorgan Income ETF
JPIE
$9.55B
$17.1M 0.19%
375,016
+202,313
XLV icon
88
State Street Health Care Select Sector SPDR ETF
XLV
$38.8B
$16.9M 0.19%
115,322
+59,350
IVV icon
89
iShares Core S&P 500 ETF
IVV
$823B
$16.4M 0.18%
25,066
+12,227
CAT icon
90
Caterpillar
CAT
$453B
$16.2M 0.18%
22,860
+681
MUB icon
91
iShares National Muni Bond ETF
MUB
$45.5B
$15.9M 0.18%
150,604
+85,978
XLF icon
92
State Street Financial Select Sector SPDR ETF
XLF
$51.7B
$15.9M 0.18%
321,962
+144,909
TIP icon
93
iShares TIPS Bond ETF
TIP
$14.8B
$15.9M 0.18%
144,641
+11,099
FTI icon
94
TechnipFMC
FTI
$26.4B
$15.8M 0.18%
228,095
-13,769
USB icon
95
US Bancorp
USB
$93.5B
$15.3M 0.17%
293,363
+36,236
ANET icon
96
Arista Networks
ANET
$204B
$15.2M 0.17%
124,017
+25,789
CRM icon
97
Salesforce
CRM
$126B
$15.1M 0.17%
80,907
+24,114
USHY icon
98
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28B
$14.9M 0.17%
409,410
+283,062
PMBS
99
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.36B
$14.9M 0.17%
+302,415
MTBA icon
100
Simplify MBS ETF
MTBA
$1.55B
$14.8M 0.17%
301,338
+18,466
2 3
4
5 6