HI

Horizon Investments Portfolio holdings

AUM $7.89B
1-Year Est. Return 24.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
-$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$96.8M
2
+$94.6M
3
+$91.7M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$81.5M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$70.8M

Top Sells

1
+$149M
2
+$146M
3
+$107M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$77.7M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$57.9M

Sector Composition

1 Industrials 1.05%
2 Financials 0.79%
3 Consumer Discretionary 0.68%
4 Technology 0.52%
5 Consumer Staples 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
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