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
$8.92B
AUM Growth
+$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,503
New
Increased
Reduced
Closed

Top Buys

1 +$186M
2 +$104M
3 +$84.8M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$69M
5
AAPL icon
Apple
AAPL
+$66.7M

Sector Composition

1 Technology 14.62%
2 Financials 6.58%
3 Industrials 5.84%
4 Healthcare 5.13%
5 Consumer Discretionary 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BROS icon
1301
Dutch Bros
BROS
$9.21B
$1.01K ﹤0.01%
20
+12
CHAT icon
1302
Roundhill Generative AI & Technology ETF
CHAT
$2.12B
$990 ﹤0.01%
16
+8
INSM icon
1303
Insmed
INSM
$22.6B
$981 ﹤0.01%
+6
APLS
1304
DELISTED
Apellis Pharmaceuticals
APLS
$966 ﹤0.01%
+24
U icon
1305
Unity
U
$11.5B
$965 ﹤0.01%
+44
ALK icon
1306
Alaska Air
ALK
$5.89B
$956 ﹤0.01%
26
+13
WEN icon
1307
Wendy's
WEN
$1.47B
$931 ﹤0.01%
134
+58
ABEV icon
1308
Ambev
ABEV
$48.7B
$876 ﹤0.01%
+300
IWS icon
1309
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$874 ﹤0.01%
+6
EWG icon
1310
iShares MSCI Germany ETF
EWG
$1.56B
$873 ﹤0.01%
22
+6
FRHC icon
1311
Freedom Holding
FRHC
$8.26B
$869 ﹤0.01%
+6
EWQ icon
1312
iShares MSCI France ETF
EWQ
$380M
$868 ﹤0.01%
+20
IWF icon
1313
iShares Russell 1000 Growth ETF
IWF
$122B
$853 ﹤0.01%
32
+16
EQNR icon
1314
Equinor
EQNR
$78.1B
$844 ﹤0.01%
+20
ZS icon
1315
Zscaler
ZS
$19.9B
$842 ﹤0.01%
6
+2
ZAP
1316
Global X U.S. Electrification ETF
ZAP
$471M
$833 ﹤0.01%
26
+13
ZG icon
1317
Zillow
ZG
$6.75B
$828 ﹤0.01%
+20
THNQ icon
1318
ROBO Global Artificial Intelligence ETF
THNQ
$464M
$826 ﹤0.01%
14
+7
FRPT icon
1319
Freshpet
FRPT
$2.61B
$825 ﹤0.01%
14
+7
DKS icon
1320
Dick's Sporting Goods
DKS
$20.7B
$793 ﹤0.01%
4
-820
IYR icon
1321
iShares US Real Estate ETF
IYR
$4.87B
$756 ﹤0.01%
8
+4
JEF icon
1322
Jefferies Financial Group
JEF
$10.7B
$743 ﹤0.01%
+18
TLK icon
1323
Telkom Indonesia
TLK
$13.9B
$710 ﹤0.01%
+38
LNC icon
1324
Lincoln National
LNC
$7B
$701 ﹤0.01%
20
+10
AG icon
1325
First Majestic Silver
AG
$8.31B
$687 ﹤0.01%
+32