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
$7.61B
AUM Growth
+$1.29B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,285
New
Increased
Reduced
Closed

Top Buys

1 +$180M
2 +$61.3M
3 +$53.7M
4
NVDA icon
NVIDIA
NVDA
+$51.9M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$38.1M

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
CHAT icon
1126
Roundhill Generative AI & Technology ETF
CHAT
$1.03B
$492 ﹤0.01%
8
EWD icon
1127
iShares MSCI Sweden ETF
EWD
$314M
$472 ﹤0.01%
+10
DIA icon
1128
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.8B
$464 ﹤0.01%
+1
EWC icon
1129
iShares MSCI Canada ETF
EWC
$3.52B
$455 ﹤0.01%
9
-3
EWH icon
1130
iShares MSCI Hong Kong ETF
EWH
$677M
$453 ﹤0.01%
21
-6
THNQ icon
1131
ROBO Global Artificial Intelligence ETF
THNQ
$298M
$448 ﹤0.01%
7
EWI icon
1132
iShares MSCI Italy ETF
EWI
$670M
$416 ﹤0.01%
8
-6
IDV icon
1133
iShares International Select Dividend ETF
IDV
$6.44B
$402 ﹤0.01%
11
WSO icon
1134
Watsco Inc
WSO
$14.1B
$401 ﹤0.01%
+1
LNC icon
1135
Lincoln National
LNC
$8.08B
$399 ﹤0.01%
10
AMTM
1136
Amentum Holdings
AMTM
$7.13B
$383 ﹤0.01%
16
-97
ZAP
1137
Global X U.S. Electrification ETF
ZAP
$235M
$382 ﹤0.01%
13
TOST icon
1138
Toast
TOST
$20.7B
$365 ﹤0.01%
+10
COKE icon
1139
Coca-Cola Consolidated
COKE
$11B
$351 ﹤0.01%
3
-17
CELH icon
1140
Celsius Holdings
CELH
$11B
$345 ﹤0.01%
6
+1
SVA
1141
DELISTED
Sinovac Biotech, Ltd
SVA
$336 ﹤0.01%
52
CCJ icon
1142
Cameco
CCJ
$41B
$335 ﹤0.01%
4
CAR icon
1143
Avis
CAR
$4.7B
$321 ﹤0.01%
+2
WEX icon
1144
WEX
WEX
$5.19B
$315 ﹤0.01%
2
MDB icon
1145
MongoDB
MDB
$32.3B
$310 ﹤0.01%
+1
TWLO icon
1146
Twilio
TWLO
$19B
$300 ﹤0.01%
3
+1
VEEV icon
1147
Veeva Systems
VEEV
$39.8B
$298 ﹤0.01%
+1
VKTX icon
1148
Viking Therapeutics
VKTX
$4.39B
$289 ﹤0.01%
+11
ARCC icon
1149
Ares Capital
ARCC
$15B
$286 ﹤0.01%
14
GEL icon
1150
Genesis Energy
GEL
$1.99B
$284 ﹤0.01%
17