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
$87.9M
AUM Growth
-$2.72B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.12M
3
+$1.7M
4
SLF icon
Sun Life Financial
SLF
+$1.7M
5
STLD icon
Steel Dynamics
STLD
+$1.67M

Top Sells

1
+$242M
2
+$237M
3
+$150M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$121M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$120M

Sector Composition

1 Technology 18.1%
2 Industrials 16.6%
3 Financials 13.85%
4 Consumer Staples 10.92%
5 Healthcare 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-28,537
102
– –
-151,376
103
– –
-7,846
104
– –
-4,498
105
– –
-26,720
106
– –
-1,692
107
– –
-36,201
108
– –
-28,733
109
– –
-1,530
110
– –
-62,260
111
– –
-27,984
112
– –
-14,727
113
– –
-16,559
114
– –
-9,096
115
– –
-1,510,652
116
– –
-2,316,818
117
– –
-20,705
118
– –
-732,530
119
– –
-2,841
120
– –
-123,164
121
– –
-5,034
122
– –
-1,141
123
– –
-7,238
124
– –
-161,652
125
– –
-21,866
3 4
5
6 7