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

Top Buys

1
+$208M
2
+$47.3M
3
+$32.6M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$12.1M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$10.3M

Top Sells

1
+$142M
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 Short 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
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