HI
Horizon Investments Portfolio holdings
AUM
$7.61B
1-Year Est. Return
19.55%
1 Year Est. Return
+19.55%
AUM
$7.61B
AUM Growth
+$1.29B
(+21%)
Holding
1,285
Top Buys
| 1 | +$180M | |
| 2 | +$61.3M | |
| 3 | +$53.7M | |
| 4 |
NVIDIA
NVDA
|
+$51.9M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$38.1M |
Top Sells
| 1 | +$89.2M | |
| 2 | +$61.7M | |
| 3 | +$38.2M | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$32M |
| 5 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$30.9M |
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 | |
|---|---|---|---|---|---|---|
1276
United States Oil Fund
USO
$944M
| – | – |
0
|
|
||
|
VBTX
1277
DELISTED
Veritex Holdings
VBTX
| – | – |
-19,464
|
|
||
1278
Viper Energy
VNOM
$6.74B
| – | – |
-11,073
|
|
||
|
WBA
1279
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-13,198
|
|
||
1280
Wingstop
WING
$7.32B
| – | – |
-1
|
|
||
1281
W.P. Carey
WPC
$14.6B
| – | – |
-24
|
|
||
1282
Western Union
WU
$2.84B
| – | – |
-377
|
|
||
1283
State Street SPDR S&P Retail ETF
XRT
$485M
| – | – |
0
|
|
||
|
INVX
1284
Innovex International
INVX
$1.63B
| – | – |
-29,933
|
|
||
|
RAL
1285
Ralliant Corp
RAL
$5.82B
| – | – |
-3,858
|
|