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
$1.12B
AUM Growth
+$65.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$164M
2
+$156M
3
+$138M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$116M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$22.1M

Top Sells

1
+$73M
2
+$70.9M
3
+$68.5M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$53.9M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$37.1M

Sector Composition

1 Industrials 1.09%
2 Financials 0.76%
3 Consumer Discretionary 0.7%
4 Technology 0.54%
5 Consumer Staples 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61K 0.01%
547
-28
102
– –
-829,649
103
– –
-15,744
104
– –
-1,394
105
– –
-3,931
106
– –
-65,682
107
– –
-199,454
108
– –
-699,672
109
– –
-631,479
110
– –
0
111
– –
-1,630,254
112
– –
-4,984
113
– –
-4,828
114
– –
-1,097,551
115
– –
-5,824
116
– –
-2,403,344
117
– –
-228,823
118
– –
-492,760
119
– –
-387,855
120
– –
-2,401
121
– –
0
122
– –
-212,957
123
– –
-189,918
124
– –
-564,505
125
– –
-8,540
2 3 4
5
6