HI

Horizon Investments Portfolio holdings

AUM $7.61B
1-Year Est. Return 19.55%
This Quarter Est. Return
1 Year Est. Return
+19.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$836M
AUM Growth
+$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$77.5M
2
+$67.9M
3
+$23.8M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$21.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$20.8M

Top Sells

1
+$100M
2
+$35.6M
3
+$35.6M
4
INDA icon
iShares MSCI India ETF
INDA
+$24.5M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.8M

Sector Composition

1 Technology 1.01%
2 Industrials 0.9%
3 Energy 0.56%
4 Healthcare 0.54%
5 Consumer Staples 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-163,932
127
– –
-11,869
128
– –
-24,155
129
– –
-46,955
2 3 4 5
6