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
$905M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$91.3M
2
+$72.6M
3
+$41.9M
4
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$30.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$30M

Top Sells

1
+$72.6M
2
+$48.5M
3
+$42.9M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$21.4M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$16.2M

Sector Composition

1 Industrials 0.93%
2 Technology 0.77%
3 Healthcare 0.64%
4 Energy 0.63%
5 Consumer Discretionary 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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