HI
Horizon Investments Portfolio holdings
AUM
$7.61B
1-Year Est. Return
19.55%
1 Year Est. Return
+19.55%
AUM
$7.61B
AUM Growth
+$1.29B
(+21%)
Holding
1,285
Top Buys
| 1 | +$180M | |
| 2 | +$61.3M | |
| 3 | +$53.7M | |
| 4 |
NVIDIA
NVDA
|
+$51.9M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$38.1M |
Top Sells
| 1 | +$89.2M | |
| 2 | +$61.7M | |
| 3 | +$38.2M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$32M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$30.9M |
Sector Composition
| 1 | Technology | 16.2% |
| 2 | Financials | 7.48% |
| 3 | Healthcare | 5.71% |
| 4 | Communication Services | 5.71% |
| 5 | Consumer Discretionary | 5.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Applied Materials
AMAT
$214B
| $18.5M | 0.24% |
90,178
+34,139
|
|
||
77
AbbVie
ABBV
$404B
| $18.4M | 0.24% |
80,023
+24,756
|
|
||
78
Lam Research
LRCX
$197B
| $18.4M | 0.24% |
137,224
+44,727
|
|
||
79
Qualcomm
QCOM
$186B
| $18.1M | 0.24% |
108,671
+35,204
|
|
||
80
iShares Core S&P US Growth ETF
IUSG
$26.3B
| $17.7M | 0.23% |
107,845
+11,544
|
|
||
81
Costco
COST
$396B
| $16.9M | 0.22% |
18,250
-4,532
|
|
||
82
McDonald's
MCD
$220B
| $16.8M | 0.22% |
55,359
+17,854
|
|
||
83
Arista Networks
ANET
$162B
| $16.5M | 0.22% |
113,310
+64,541
|
|
||
84
Amgen
AMGN
$183B
| $16.5M | 0.22% |
58,317
+9,823
|
|
||
85
Uber
UBER
$189B
| $16.4M | 0.22% |
167,263
+3,373
|
|
||
86
General Dynamics
GD
$92.3B
| $16.1M | 0.21% |
47,511
-1,390
|
|
||
87
Philip Morris
PM
$231B
| $16M | 0.21% |
99,521
-7,585
|
|
||
88
TJX Companies
TJX
$167B
| $15.9M | 0.21% |
110,302
+35,909
|
|
||
89
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.44B
| $15.7M | 0.21% |
184,616
-1,498
|
|
||
90
Amphenol
APH
$171B
| $15.3M | 0.2% |
123,469
+34,265
|
|
||
91
Charles Schwab
SCHW
$169B
| $14.9M | 0.2% |
155,762
+49,370
|
|
||
92
Salesforce
CRM
$236B
| $14.7M | 0.19% |
62,197
+12,317
|
|
||
93
Coca-Cola
KO
$303B
| $14.7M | 0.19% |
221,079
+24,548
|
|
||
94
Gilead Sciences
GILD
$152B
| $14.6M | 0.19% |
131,973
+29,282
|
|
||
95
iShares TIPS Bond ETF
TIP
$14.5B
| $14.4M | 0.19% |
130,533
+3,679
|
|
||
96
Abbott
ABT
$218B
| $14.4M | 0.19% |
108,031
+9,150
|
|
||
97
Emcor
EME
$28.4B
| $14.2M | 0.19% |
21,822
+7,012
|
|
||
98
iShares Core MSCI EAFE ETF
IEFA
$161B
| $14.1M | 0.19% |
161,750
+28,606
|
|
||
99
Bank of America
BAC
$396B
| $14.1M | 0.19% |
273,349
+50,417
|
|
||
100
PIMCO Active Bond Exchange-Traded Fund
BOND
$6.52B
| $14.1M | 0.19% |
152,159
-107,760
|
|