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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
$956M
AUM Growth
+$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$204M
2
+$48.2M
3
+$31.9M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$12.1M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.2M

Top Sells

1
+$139M
2
+$73.6M
3
+$24.1M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$23.6M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$21.2M

Sector Composition

1 Industrials 1.01%
2 Consumer Discretionary 0.75%
3 Healthcare 0.7%
4 Technology 0.5%
5 Energy 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-7,698
129
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130
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-192,020
133
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-790,050
134
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135
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0
136
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137
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139
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140
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141
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142
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143
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144
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145
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146
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