HI
Horizon Investments Portfolio holdings
AUM
$6.31B
This Quarter Return
+2.72%
1 Year Return
+17.93%
3 Year Return
+62.24%
5 Year Return
+123.26%
10 Year Return
+247.76%
AUM
$956M
AUM Growth
+$50.2M
(+5.5%)
Cap. Flow
+$30.5M
Cap. Flow
% of AUM
3.2%
Top 10 Holdings %
Top 10 Hldgs %
78.88%
Holding
146
New
36
Increased
33
Reduced
32
Closed
32
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$142M |
| 2 |
Invesco QQQ Trust
QQQ
|
$73.6M |
| 3 |
iShares MSCI Spain ETF
EWP
|
$24.1M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$23.6M |
| 5 |
iShares Short Treasury Bond ETF
SHV
|
$21.2M |
Sector Composition
| 1 | Industrials | 1.01% |
| 2 | Consumer Discretionary | 0.75% |
| 3 | Healthcare | 0.7% |
| 4 | Technology | 0.5% |
| 5 | Energy | 0.32% |
